In 1997 I started my financial services career at TD Direct Investing (formerly Green Line Investor Services) initially helping people trade online as a customer service rep. I then started managing those online trading platforms, meeting with top clients to help improve the site and the services, all the while studying charts and actively trading in my free time. During this period, I experienced the tremendous highs of the late 90’s technology bubble, and the equally staggering lows of 2002 and 2008, watching many clients make a great deal of money only to lose it all. I saw the impact of active trading on individual stress levels and the role emotion plays in people’s investment decisions. By 2012, I knew it was time to put my years of learning and experience into helping people grow their wealth steadily over time while striving to effectively manage risk.
Growing your wealth is about more than just investments. It’s about setting goals, understanding time horizons and the role risk plays, and creating a plan to help achieve them – things many investors overlook.
My professional goal is to be known for helping people feel good that they have a proper strategy and wealth plan in place.
I believe I am successful if my clients feel that I have made their lives easier by helping take care of their investments, freeing up their time to build successful careers, businesses and families, and that no matter what stage of life they are in, that a plan is designed to assist with their wealth goals.
Let me manage your financial well-being so you can focus on the things that matter.
Your Goals, Our Priorities
We'll help you identify your priorities and create a plan to address your specific needs. We can help with:
- Protecting your assets
- Maximizing your charitable giving
- Finding tax strategies and solutions
- Arranging your estate and trust planning
Transfer of Wealth
Will and Estate Planning
Polly – Moving forward with the right financial plan
When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.
Nick & Justina – Business owners teaming up with TD Wealth
As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.
Your unique goals
You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.