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Every Investor is unique and deserves customized advice.
We work with our clients in developing comprehensive wealth plans. This holistic approach leverages TD specialists, while working in concert with our clients' tax professionals and legal advice. By engaging TD specialists we can help ensure that our clients receive sound risk management, tax minimization and estate protection strategies.We believe in life long wealth creation with a focus on quality investments that are designed with the objective to provide quality returns. All positions are actively monitored and changes are made - in conjunction with our clients - as fundamentals change. Over the past 25 years I have worked in a variety of Wealth Management roles including; Financial Advisor, Financial Services Manager, Investment Wholesaler and now as a full service Investment Advisor holding the CFP® and CIM® designations. Put my dedication and experience to work for you.
Branch Office: (250) 470-3010
Branch Fax: (250) 470-3015
Canadian Securities Institute, Chartered Investment Manager (CIM)
My wife and I are supporters of BC Child Welfare, Community Soccer and Autism Okanagan.
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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