At TD Wealth Private Investment Advice, I work comprehensively with my clients to identify their lifestyle and financial objectives and implement custom tailored, unbiased investment solutions to meet those objectives. My team specializes in high net worth individual, corporate and not for profit endowments, organizations and foundations and service clients all across Ontario as well as Alberta and British Columbia. Based on our clients' lifestyle and financial goals, we determine short and long term milestones, recommend suitable investment solutions, and review progress and refresh strategies to ensure our plan stays on track. In every stage or their wealth cycle - accumulation, preservation, and transition - we provide our clients with the investment confidence they need to lead the lifestyle and reach the goals they've identified as being important to them.
We work in partnership with your financial team including your accountant and lawyer and leverage our team of experts at TD Bank Group to provide our clients with advice on estate planning, banking and credit management, insurance solutions, trust services and charitable giving strategies.
I live in South Windsor with my wife Kelly-Lynn, our children Sarina, Maxwell, and Lilah. I enjoy spending time with my family and close friends, my work, participating in community activities, going to the Cottage, travelling, golf, fishing and rooting for any of the Windsor and Detroit Sports teams.
Please call our office or email us today to see if our comprehensive approach to wealth management can work for your family, company, organization or foundation.