MAP
LIST
Portfolio ManagerVice President
Committed to understanding your needs and helping you achieve your vision of success
860 Main Street Suite 800 Moncton, NB E1C 1G2Map
As a licensed Portfolio Manager at TD Wealth Private Investment Advice, I provide comprehensive wealth management advice and solutions to individuals, business owners and their families. I work with high net-worth clients to create a detailed written financial plan that enhances their long-term economic success and security.
I started my career with TD in 2001 after graduating from the University of New Brunswick with a Bachelors degree in Business. In 2004, I obtained my CFP (Certified Financial Planner) designation.
My mission is to be the # 1 trusted advisor for all aspects of your life. I work hard to simplify my clients' financial lives, optimize their portfolios, and ensure they always remain on track with their financial plan. I strive to make all aspects of finance easily understandable. My goal is your comfort!
I am committed to providing exceptional first class customer service to my clients through honesty, transparency and open communication. The cornerstone of my business is providing peace of mind by offering a consistently high level of ongoing professional money management guidance in:
Tax savings strategies
Investment portfolio optimization
Customized retirement planning
Comprehensive estate planning
With all the uncertainty in the capital markets, many people are understandably concerned about their financial security. Many investors are unsure if they are on the right track and may want a second opinion. If you find yourself in this situation, contact me today for a no fee, no obligation meeting to see how I can help improve your financial plan.
"Providing Sound Financial Advice For A Better Tomorrow"
Toll Free: (866) 884-8854
Fax: (506) 853-4397
Branch Office: (506) 853-4374
Branch Fax: (506) 853-4397
.jpg?width=298)
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.
Investment Strategies
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
You have questions, I have answers. Let's have a quick chat.
Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.
.jpg?height=161&width=161)
.jpg?height=161&width=161)
.jpg?height=161&width=161){kind=spacer}
[1].png?height=169&width=)
