You decide where you want your wealth to take you.
We design the path to help get you there.
Experience has shown us that your past and present combined point to your future. So, together, we start with a deep understanding of who you are, your personal values and beliefs and your vision of success. Pamela is dedicated to providing information needed to tailor a diversified plan.
Through our process that we call Life Discovery, we work with you to discover, define and prioritize your values and expectations. This means reviewing the financial decisions you’ve made over the years, the goals you’ve set for yourself in the years to come, and the ways in which these reflect what is important in your life whether it’s your family and your home, your work and your legacy, or your personal lifestyle and well-being.
To create your personal investment and wealth plan, Pamela will tailor her broad expertise to fit you unique needs. She takes an integrated approach, bringing in other TD specialists as required to address all tax, estate, insurance, philanthropic and business succession needs, bridging you present-day circumstances to your financial future. Pamela will work with you every step of the way to help you progress towards achieving the goals and dreams your family shares.