As an Investment Advisor, my mandate is to help you preserve and grow your wealth though tailored investment solutions. Dedication to exceptional client experiences and innovative financial strategies are the foundations of my business. I will deliver proactive and personal advice, working closely with you to make key decisions about your portfolio that are in line with your goals. I specialize in professional money management for high net worth clients as well as foundations, not-for-profit organizations and trusts. My clients include a wide range of clientele such as: senior executives (CEOs, CFOs), lawyers, medical professionals, accountants, entrepreneurs, business owners, lottery winners, large inheritance recipients and trustees.
At TD Wealth Private Investment Advice, we pride ourselves on developing a deep understanding of clients and their priorities. We invest the time to understand each of our clients so that we can develop a plan that is tailored to each client's unique needs. We use applied behavioral finance to uncover clients' financial blind spots and develop strategies to improve decision making.
We have excellent working knowledge and experience in dealing with complex financial matters and building a wealth strategy focused on: building your net worth, implementing tax-efficient strategies, protecting what matters and leaving a legacy.