At TD Wealth Private Investment Advice our goal is to help families, retirees, individuals and organizations build and maintain financial wealth by providing clarity, guidance and professional accountability for their distinct wealth management needs.
Finding a trusted adviser who can help achieve your investment goals while safeguarding your assets has never been more important. At TD we are focused on providing ongoing advice and innovative solutions, with personalized attention and regular communication.
The cornerstone of my approach is building a one-on-one relationship with each client built on trust, communication and a detailed understanding of their needs and goals. By working in collaboration with a team of professionals within TD Bank Group, I can address the comprehensive scope of investment management, wealth planning and retirement needs, including income planning, wealth protection, estate planning, trust services and charitable giving strategies.
I earned an MBA from Simon Fraser University with a specialization in asset and wealth management. I have also earned the Chartered Investment Manager designation, and the Certificate in Retirement Strategy, both granted by the Canadian Securities Institute. I consistently devote time to ongoing studies and place a high priority on continuing education as a strategic advantage. A comprehensive understanding of the current investment environment is an imperative in today’s constantly evolving financial markets.
Investors should always understand the rationale behind their investments, as well as the risks, opportunities and trade-offs present in the market. In addition, as investors accumulate larger portfolios, they should benefit from a greater choice of investment options and more cost-effective portfolio structures.
I would be pleased to learn about your unique situation and explore how our broad suite of wealth management capabilities can benefit you and your family.