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As your dedicated investment advisor, I strive to provide an exceptional client experience utilizing my 24+ years of industry experience along with the professional knowledge I have acquired through obtaining Certified Financial Planner designation.
The first step in building client relationships is to understand the needs and goals of the client. With the client's goals defined, I then create a personalized financial plan and make recommendations for the portfolio to support the plan.
I am committed to stay connected with my clients in order to be able to address their changing needs and address market changes by providing relevant and timely communications.
An annual progress review helps to ensure that clients can stay on track and can help them to meet their goals and discover any new and evolving financial priorities.
I also help clients develop integrated wealth management solutions by engaging TD specialists as needed. TD specialists can assist with taxation, financial protection for the family, estate planning, and private banking services.
I look forward to connecting with you!
Branch Office: (604) 482-8400
Branch Fax: (604) 482-8427