At TD Wealth, we stay in tune with your needs and help ensure you're on track to achieve the future you envision for yourself. As your needs and priorities evolve, your wealth strategy will evolve with you. Through regular contact, we routinely assess your investment portfolio and goals, ensuring you are introduced to the right specialists at the right time and that your investment portfolio is aligned to your vision of success.
As your Investment Advisor I first and foremost pride myself on my investment expertise. In addition, I act as your relationship manager connecting you and your family to a core team of TD Specialists with experience in everything from estate & trust planning and philanthropy, to business succession, private banking, tax planning, and charitable giving. Together, we will work to help you achieve your stated goals.
Since 2002 I have been active in the financial services industry in various progressive roles. Since joining TD in 2012 I have held the roles of Regional Vice President, Investment Advisor, and in 2017 I joined the TD Wealth Leadership Team as Branch Manager of the Windsor office.
In 2001 I graduated with an Honours Bachelor of Commerce Degree from Queen's University and in 2008 I earned my MBA designation with distinction from the Schulich School of Business, York University. My wife and I currently live in the Windsor area and we have three very active boys.
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.