I work within a Wealth Management team based in the dynamic city of Mississauga, Ontario. Our team provides independent, objective and comprehensive financial services to a select group of private clients and corporations.
Our mission is to provide a wide range of wealth management solutions designed to your unique circumstances. The foundation of our practice is built on trust and sound financial principles. We believe that superior long-term investment performance is grounded in disciplined asset allocation and security-specific selection. Through communication and education, we strive to create an environment that supports financial security, growth and independence.
Our full scope of wealth management solutions include, Retirement Planning, Portfolio Management, Tax Management, Insurance Solutions, Estate Planning, Trust Services, and Charitable Giving Strategies.
I have been with the TD Canada Trust organization for over 20 years and have been working within the Private Client Services Group for over half of that time. I hold a Specialized Bachelors Degree in Economics & Business from York University. I am also a practicing Certified Financial Planner (CFP) for over 10 years.