As an investment industry expert 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.
My Chartered Strategic Wealth Professional (CSWP™) designation sets me apart as a trusted financial consultant and exceptional source of wealth management expertise. Being a CSWP designation holder combined with my partnership with a team of experts at TD Bank Group 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 partnership. This partnership has a shared purpose: making sure that your investment program is always designed to meet your expressed needs and objectives.