I serve individuals, multi-generational families, and small institutions with investable assets exceeding $1 million. Though each of my clients are unique, they are similar in their need for more complex financial planning and estate planning strategies, and in their search for a professional service built around transparency and accountability.
I also welcome young professionals who may not yet meet my threshold but, with the proper guidance, will one day be able to do so.
Investments, estates, trusts, taxes, business successions, philanthropy, retirement, legacies: wealth management can be complicated and overwhelming, but it doesn’t have to be.
One of the most rewarding parts of my job is bringing clarity to complex financial situations, sharing that new perspective with my clients, and later hearing about the positive impact it helped make in their lives.
It all starts with a guided Discovery process that uses the science of behavioural economics who you are, how you think, and the priorities for you and your family. From there, we’ll explore Investment Perspectives and develop a Playbook and Portfolio that will help us ensure your investments are always in line with your short, medium and long term goals.
Your wealth is more than your investments, and that’s where the joint insight of my team of diverse and dynamic TD specialists comes in. We’ll work together to perform a Comprehensive Wealth Evaluation and provide a coordinated set of solutions that cover every aspect of your financial situation, from estate plans and business succession, to tax strategies and retirement planning. Once everything is in place, I’ll remain your key associate at TD, providing yearly updates on your progress, and meeting with you regularly to monitor, measure and adjust your plans when needed.
Branch Office: (604) 482-5168
Branch Fax: (604) 482-5183
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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