As an Investment Advisor with TD Wealth Private Investment Advice, I apply my eight years of financial industry-related experience to help families, successful professionals, and businesses owners determine, plan for, and execute their financial goals and objectives.
The cornerstone of my practice is built upon consistently delivering excellent client service by applying a diligently organized process related to a client's uniquely tailored Investment Management and Wealth Planning Strategy. I believe this ultimately leads to long-lasting relationships built upon trust and transparency.
Education and continuous learning are extremely important to me. I am a graduate of the University of Ottawa where I completed an Honours Bachelor of Commerce specializing in Finance at the Telfer School of Management. I also hold the Chartered Investment Manager (CIM®) designation and am a Life Insurance Advisor with TD Wealth Insurance Services.
Constitution Wealth Management is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.
Constitution Wealth Management
You have unique goals and we can help you achieve them. Our commitment at Constitution Wealth Management is to provide you with relevant, tailored wealth advice that brings you closer to achieving your goals day in and day out. By taking the time to understand the core of what matters to you and your family, we analyze all of the components in your life that make up your financial picture – allowing us to understand and cater to you.