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The cornerstone of my business is developing a one on one relationship with each client, based on trust, communication and a detailed understanding of their needs. By working in partnership with a team of experts within TD Bank Financial Group, I address the full scope of investment, wealth and retirement needs, including wealth protection and insurance solutions, estate planning and trust services, and charitable giving strategies.
I am committed to providing exceptional service to each of my clients, and working with them to create personalized wealth and retirement plans to build and protect their financial futures.
I obtained an economics degree from Queen’s University in 1986 and an MBA from York University in 1989, and have been providing comprehensive wealth management advice and solutions to individuals and their families since 1992.
Branch Office: (905) 815-2300
Branch Fax: (905) 815-2324
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.