Meet The Team
Portfolio Manager
CFA®
CMT
Passion with a Purpose
For nearly 20 years we have been providing professional investment advice and integrated wealth planning to business owners, incorporated professionals, executives and affluent retirees. Over the years, we developed and refined a process to address their financial needs and challenges – we call it Wealth Optimizer. Wealth Optimizer is a checklist manifesto we use to help determine what is important to you and and how best to structure your financial life for success.
Our mission
Our mission is to work with you to help simplify, plan and strategically invest for a better tomorrow. We do not believe in a one-size fits all approach. We believe you are unique, and that your financial goals are important and relevant. We believe you and your family deserve access to professional, unbiased advice, on how to plan and invest successfully in today’s markets. Our aim is to work with you on this essential journey, to be there when you need us, to be thinking of you at every turn, increasing our commitment to you and your family along the way.
Advice you can trust
Neil holds the highly sought after Chartered Financial Analyst (CFA) and Chartered Market Technician (CMT) designations. Less than one-percent of Canadian Advisors possess these distinguished accreditations placing him in an elite group of advisors. His research has been published on Bay and Wall Street and he has authored over 250 articles on investing, retirement planning and wealth management for Sun Media. Neil is a licensed Portfolio Manager, Investment Advisor & Insurance Advisor with TD Wealth Insurance Services Inc.
English
Additional TD Specialists
Estate Planning Advisor
Estate Planning Advisor
Your experienced Estate Planning Advisor of the Wealth Advisory Services team will work with you to help you determine the form of coverage for all of your financial and non-financial assets in case of unforeseen events. The strategic use of life, disability, living benefits and annuity products can also help you preserve your wealth, sustain your business and minimize tax obligations.
Tax and Estate Planner
Tax and Estate Planner
The Tax and Estate Planner of the Wealth Advisory Services team applies expertise in estate, trust and tax planning to assist you in developing an estate plan that reflects your personal choices for the future, and the legacy you will leave behind. To help manage your responsibilities, we can work with other TD specialists and external subject matter experts to help identify issues and properly structure your estate in a tax effective manner.