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As an Investment Advisor for over 30 years, my objective has always been to provide comprehensive wealth management solutions for individuals, families and small business owners. We work with you to make the most of investment opportunities to help build your wealth and achieve your future goals. We believe in a straight forward process that defines your objectives and unique circumstances in order to implement a customized financial plan for the long term.
My team includes Annette Pennings, David Rowney and Joan Moores, who have handled our service and administration for many years. We also work in collaboration with TD specialists who specialize in wealth protection and insurance solutions, estate planning and trust services and charitable giving strategies.
At TD Wealth Private Investment Advice, we believe that each client’s needs are truly unique. Our goal is to offer you the relevant, customized wealth advice you deserve - and we can do that only by fully understanding you. That's why we take a unique approach to understanding you, your family and your values.
Toll Free: (877) 371-3996
Branch Office: (519) 371-4095
Branch Fax: (519) 371-0076
Wilfrid Laurier University
Proud sponsor of the Tom Thomson Art Gallery, the Meaford Hall Arts & Cultural Centre, and the Wiarton Rotary Club. Active volunteer for Owen Sound Aquatic Club and TD Tree Days.
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.
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