In my 20+ years of experience in the wealth management role, I have been working with and advising clients from a diverse range of experiences and life situations. I have successfully helped client through unprecedented difficult times in the market by utilizing a disciplined asset allocation and rebalancing approach.
I have dedicated my career to providing my clients with a high level of personal service through the development and maintenance of a tailored wealth strategy. In building this wealth strategy, I will work with you to help identify the needs and goals of you and your family, educate you on beneficial opportunities, and aid in managing your risk.
My goal as an Investment Advisor is to develop and foster a committed relationship with my clients based on trust and communication, where I can provide them with personalized, disciplined and proactive service. In addition to having access to a wide range of investment options as my client at TD Wealth Private Investment Advice, you will have the support of many dedicated TD specialists, ready to help you achieve your goals.
Please contact me today to see if my experience and services can help you achieve your goals. I will help you take charge of your financial future.
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.