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Our relationship with you is the key to offering you tailored wealth strategies. The insight we gain from working with you is the basis on which we design your investment and wealth plan.
We understand what makes your situation different. We actively listen and gather in-depth information to establish a clear understanding of your goals.
We confirm with you that we're on the right track. We recap our understanding of what you told us about your life's vision and goals, to be certain that we're headed in the right direction.
We take an integrated approach. We bring in other TD specialists as required to address your investment, tax, estate, insurance, philanthropic, and business succession needs.
We implement your unique investment and wealth plan. We carry out the timely implementation of your chosen solutions, and we follow through with you to keep you informed.
We manage and review your plan on an ongoing basis. We help you adapt your investment and wealth plan as needed, to keep it flexible enough to move with you through each stage of your life.
By building a long-lasting relationship with you, we can better help you plan for the long term and manage your wealth successfully for generations to come.
With over 20 years experience in the investment industry, I have experience with both positive and negative market cycles. I work with my clients to ensure that they stay committed to their long-term strategies even when the market environment may tempt them to make decisions based on emotion. I develop relationships in a holistic manner, with clients who wish to stay involved in the selection of their investments but do not have the time, desire or expertise to do so on their own. Our relationship is based on one-on-one discussions to design and implement customized strategies to help preserve your capital and meet your investment objectives. I believe that even the most sophisticated investors can benefit from a long term plan that includes tax and estate planning strategies, to ensure you are providing a legacy for those who you truly care about.
I provide a comprehensive range of advice-based investment solutions through a fee-based approach, tax-deductible fee option solutions, as well as a broad range of insurance strategies. My typical client profile are individuals or households with a minimum of $500,000 of investable assets, who wish assistance in accumulating, consolidating, preserving and eventually transitioning their family wealth. Family members are householded under a single fee structure.
My team works closely with highly qualified professionals who provide advice to our High Net Worth clients on Risk management, Tax and Estate Planning as well as Trust services for discussions on appointing executors and agent for executors. This is a complimentary part of the service that we offer.
My qualifications include: Certified Financial Planner (CFP®); Financial Management Advisor (FMA); Certified Investment Manager (CIM®); Life Insurance Advisor through TD Wealth Insurance Services and Certified Retirement Specialist (CRS)
Fax: (519) 640-8552
Branch Office: (519) 640-8530
Branch Fax: (519) 640-8552
At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you. You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers. It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.