I believe in creating a highly personalized approach for you and your family. As a trusted advisor since 1997, many families rely on me for valuable and proactive guidance. I am a steward of the wealth entrusted to me by the multi-generational families that my team and I serve.
As your Investment Advisor, I believe it is essential to align wealth strategies with your goals and values. In collaboration with TD specialists, I can address the full scope of investment, wealth and retirement needs, including wealth protection and insurance solutions, estate planning and charitable giving strategies. Together, we help you ensure that your money works for your family, and the generations to come.
I obtained a Bachelor of Commerce degree at McMaster University in 1988. I hold CFP and PFP designations and am also a Life Insured Advisor through TD Wealth Insurance Services. Coupled with the experience of being an Investment Advisor since 1997, and my retail experience in the bank for the nine years prior to 1997, you can be assured of working with a veteran that has has helped generations of families align their family goals and values. I help families make rational, educated decisions to achieve all their financial goals.