My career in the finance industry began over 25 years ago when I joined TD. Over time and different roles I gained valuable experience which has brought me to TD Wealth Private Investment Advice. Today, my goal is to provide holistic wealth management services to families, individuals, and businesses.
I understand you have a vision for your life, your family, your business, and your legacy. I provide customized, integrated financial solutions tailored to your vision and your values. Through the comprehensive discovery of your needs I identify priorities for your unique financial framework. My services encompass income planning, wealth protection, cash flow management, tax planning strategies, charitable giving, wealth transition and other beneficial services. To help you achieve your unique objectives, I work with a team of professionals in banking, estate, trust and insurance, and other TD Wealth resources.
I am dedicated to constructing your portfolio, implementing, monitoring, and updating your financial plan, and laying a foundation for your financial security and success.
Contact me today and I will review your existing wealth management plan or customize a plan to help you meet your current and future goals.