As an Investment Advisor at TD Wealth Private Investment Advice, High Net Worth Individuals and Families are my specialty. By focusing on the affluent I am intimately familiar with their unique needs and the most appropriate solutions available. Whether its tax or estate planning, business succession or planning for retirement, TD Wealth Private Investment Advice brings you a network of resources that specializes in solving challenges unique to this class of investor.
Getting to Know You
We start the process by getting to know you better. Discussing your needs, wishes, and plans for both your money and your family.
Creating a Goal Based plan means more than just learning about your finances. With every decision and recommendation we consider your complete life plan.
Each portfolio is customized to your specific needs and wishes documented in your Investment Policy Statement (IPS). From building a retirement portfolio to creating a life income plan, your plan is tailored made to you.
Maintenance / Communication Plan
Your IPS outlines the foundation of your portfolio and our communication plan. Your communication plan outlines the frequency of our meetings, if you wish to make changes to your plan or we recommend changes.
Please contact me via phone or email to set up a one-on-one consultation.