My career in the finance industry began over 20 years ago when I joined TD. I became a Financial Planner with TD Wealth, a role which provided the stepping stones for my success today. My goal as an Investment Advisor is to provide long term financial solutions to individual needs.
I understand you have a vision for your life, your family, your business, and your legacy. I provide customized, integrated financial solutions tailored to your vision and your values. Through the comprehensive discovery of your needs I identify priorities for your unique financial framework. My services encompass income planning, wealth protection, cash flow management, tax planning strategies, charitable giving, wealth transition and other beneficial services. To help you achieve your unique objectives, I work with a team of professionals in banking, estate, trust and insurance, and other TD Wealth resources.
I am dedicated to constructing your portfolio, implementing, monitoring, and updating your financial plan, and laying a foundation for your financial security and success.
Contact me today and I will review your existing wealth management plan or customize a plan to help you meet your current and future goals.