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As an Investment Advisor for over 30 years, my objective has always been to provide comprehensive wealth management solutions and peace of mind for individuals, families and small business owners. Through partnership with Scott Kocher, 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.
Our team includes Joan Moores, David Rowney and Annette Pennings, who have expertly handled our service and administration for many years. We also work in collaboration with a team of professionals within TD Wealth who specialize in wealth protection and insurance solutions, estate planning and trust services and charitable giving strategies.
Please call or email me today to see how we can work together to build a plan for your financial future.
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.
Our approach to discovery is in-depth – we apply principles of behavioural finance to dig deeper and understand your wealth personality, your goals, your family, and your motivations – because your success can’t be understood with just a set of numbers.
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.