As an investment industry professional for over 15 years, my expertise is to establish an extensive understanding of your family situation to determine your goals and design a wealth and retirement plan personalized just for you. It has become increasingly paramount that my understanding of your family situation be a cornerstone of your wealth and retirement plan.
I believe my Chartered Strategic Wealth Professional (CSWP™) designation sets me apart as a trusted financial consultant and unique source of wealth management expertise. Being a CSWP designation holder combined with my collaboration with a team of specialists at TD allows me to address the full scope of investment, wealth and retirement needs for you. This includes wealth protection, insurance solutions, estate and trust planning as well as charitable giving strategies.
Building a financial relationship with my clients starts with a conversation: we sit down together to conduct an in-depth analysis of your current financial picture. Working closely with you, and within your objectives, I then design a plan that is best suited for you and your family.
A Fellow of the Canadian Securities Institute (FCSI), I am committed to providing exceptional service to each of my clients. As we work together you will see that I view my relationship with my clients as a long-term collaborative teamwork. This teamwork has a shared purpose: making sure that your investment program is always designed to meet your expressed needs and objectives.
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
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.
Your unique goals
You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.