As an Investment Advisor, I have over twenty-three years' financial services industry experience. I lead a team of highly skilled professionals to work with a select group of clients, primarily made up of successful business owners, professionals and retirees. Our proven strategy is how we help our clients achieve their wealth goals and live a work-optional lifestyle. I've had the good fortune of helping many of my clients transition from their working career to a successful and enjoyable retirement lifestyle.
A graduate of the University of Manitoba, I hold a Bachelor of Commerce (Honors) degree with a
major in Finance. I am married with two young boys who keep me active with their sporting
activities and school fundraising programs.
I work closely with my TD Bank Group business colleagues including TD Wealth Private Banking,
TD Commercial Banking and TD Canada Trust Retail banking. I enjoy working with people who aspire to make the most of the life they're living; live with purpose, embrace each moment and look towards a rewarding and bright future ahead.
Your Goals, Our Priorities
We'll help you identify your priorities and create a plan to address your specific needs. We can help with:
- Protecting your assets
- Maximizing your charitable giving
- Finding tax strategies and solutions
- Arranging your estate and trust planning
Helping achieve what truly matters to you and your family.
Build net worth: We can help you build your net worth by developing effective strategies and investment solutions that align to your needs, even as they evolve.
Protect what matters: By leveraging the expertise of TD specialists, we can integrate strategies to help you protect what matters to you most at every life stage.
Implement tax-efficient strategies: We can work with you to help create and structure your accounts to help reduce tax exposure while keeping income available for when you need it.
Leave a legacy: Your legacy is important to us. We’ll help you create a plan that provides for your top priorities and optimizes the transfer of your wealth.
Transfer of Wealth
Will and Estate Planning
Polly – Moving forward with the right financial plan
When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.
Nick & Justina – Business owners teaming up with TD Wealth
As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.
Quarterly Exchange: Winter 2020
In this issue of Quarterly Exchange, read about:
- Don't get caught in a cyber web
- Divorce and taxes
- A new year, a new you