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Senior Portfolio ManagerSenior Investment Advisor
Your vision of success will be central to how we will work together
My process is simple: Through a series of meetings I get to know your personal story and your dreams for the future. After careful research and analysis I design a plan to show how strategically managing and protecting your resources will help get you there.
You will hear from me and my team often as we monitor your progress and make adjustments for life events and economic conditions when necessary. I have an amazing network of professionals to assist with all aspects of wealth management such as education, retirement, and estate planning, trust services, income and asset protection, charitable giving strategies, business succession planning and more. I will be there to guide you through the ups and downs of the roller coaster we call life and I will consistently strive to earn your trust.
Maintaining a high level of education is very important in this ever changing environment and after receiving my Bachelor of Commerce Degree at Saint Mary’s University, I obtained the following designations: Certified Financial Planner and Certified Investment Manager.
Having moved from New Brunswick to Nova Scotia in 1988 I have made Nova Scotia my home and feel it is important to give back to it. I was on the board of Easter Seals of Nova Scotia; an organization that enables Nova Scotians with physical disabilities to enhance their quality of life by realizing their individual potential.
I enjoy golfing and I am a member of the Ashburn Golf Club in the summer and skiing at Wentworth Valley in the winter. I also enjoy long distance running and in 2005 had the amazing experience of competing in the Boston Marathon.
I assist a wide variety of clients including professionals, entrepreneurs, retirees, corporations and organizations. I love to help people and feel that I am in a great profession to do so. In times of volatility and uncertainty it is important to have an advisor who listens, is trustworthy and provides sound financial advice that is based on the most important goals and objectives – yours.
Branch Office: (902) 420-3211
Branch Fax: (902) 420-8141
Fall 2020 Newsletter
We know how important it is to build your wealth so you can enjoy life’s priorities and achieve your vision for the future. Working together we can develop innovative strategies to help grow your net worth by identifying which credit strategies and investment solutions match your current lifestyle and needs. Our team of professionals can work with you to develop an effective plan to help you make your vision a reality.
You've worked hard to accumulate your wealth and we want to help you to make the most of it. Working closely with you and your tax advisors, we'll create an integrated wealth strategy that will structure your investment portfolio to help reduce tax exposure and keep income available as and when you need it.
Life is filled with uncertainty and that's why we're committed to delivering advice and solutions to help protect the things you value at every life stage. Whether through comprehensive risk strategies or connecting you with a specialist in trusts, estates and other risk mitigation products, we've got the expertise to create a comprehensive plan that's right for you.
You are the architect of your legacy and we can help you with the blueprint. We'll collaborate with you to identify your top priorities, from estate planning and trusts to gifting and philanthropy. Our goal? To help you optimize the transfer of your wealth.
At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you. You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers. It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
Banking & Credit Management
Effective banking and credit management helps to organize your day-to-day financial needs in a way that may save you time and money.
Retirement planning is an ongoing process that helps you prepare for the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
Protecting your assets
Asset protection is an ongoing part of a comprehensive financial plan that helps to protect what you’ve worked hard to build.
Tax management involves arranging your financial affairs in a way that may reduce your overall tax burden by identifying opportunities to utilize available tax incentives.
Passing on your Wealth
An Estate plan, along with an up-to-date Will, helps you to provide for the family members, friends and charitable organizations that you want to benefit from your estate and sees to it that your wishes are carried out as you intended.
Planning for the cost of education is a process that can help provide your children and grandchildren with the opportunity to pursue the education and training they need to start their own careers and businesses.
Business Succession Planning
Business succession planning is the process of understanding your personal and business goals and preparing your business for the future transfer of ownership and management to your chosen successor.
Planning for Major Purchases
Planning for major purchases may help you accumulate those items you want now and in the future with the least potential cost of borrowing.
A charitable giving plan identifies the most effective way to share your wealth with your chosen charities. By selecting the right method of contribution you may maximize the amount of money the charity will receive from you.
You have questions, I have answers. Let's have a quick chat.
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