Meet The Team
Senior Investment Advisor
CFP®
Being married and a father of 3, I understand the time, effort, and commitment it takes to raise a family, while also balancing the demands of life. As a trusted Investment Advisor with TD Wealth Private Investment Advice, serving the Bloor West Village area for the past 14 years, I help simplify the complexities of wealth management for my clients, while safeguarding their aspirations from the uncertainty that life can bring… allowing my clients to focus on those things that matter most to them.
My process starts with a thorough discovery, to uncover what's truly important to my clients. Fulfilling my role as an advisor, I may ask tough questions and highlight gaps and opportunities my clients may not be aware of. As needs arise, I will liaise with internal TD specialists to bring their expertise and solutions to the table, while always being on hand to navigate those discussions with my clients. Once a formal plan is agreed upon, we strategically execute, tweaking the plan as needed. Over the course of the client-advisor relationship, my clients and their objectives remain central to the journey
Everything we do at TD Wealth is anchored on 4 pillars: building net worth, implementing tax-efficient strategies, protecting what matters, and leaving a legacy.
Our investment advice is tailored to a client's unique needs and goals, helping to ensure that their money is working hard for them.
TD's estate planning services will help clients protect their assets and help ensure that their loved ones are taken care of.
Tax planning services will help clients minimize their tax liability, while maximizing their savings.
And insurance services will help clients protect themselves and their loved ones from unexpected events.
I pride myself on providing end to end care for my clients. As my clients reach various milestones in their lives, I remain steadfast in providing guidance and advice. My current client base includes individuals, families, professionals, and business owners
Contact me to learn more about our services and how we can help you achieve your financial goals.
Administrative Associate
Administrative Associate
As an Administrative Associate, working at TD Private Investment Advice for 3 years, I dedicate all my time and effort towards addressing our client’s questions in the most timely and effective manner and supporting Sam with his day-to-day operations. We put the financial well-being and comfort of our clients as the top priority for our business.
Additional TD Specialists
Estate Planning Advisor
Estate Planning Advisor
Your experienced Estate Planning Advisor of the Wealth Advisory Services team will work with you to help you determine the form of coverage for all of your financial and non-financial assets in case of unforeseen events. The strategic use of life, disability, living benefits and annuity products can also help you preserve your wealth, sustain your business and minimize tax obligations.
High Net Worth Planner
High Net Worth Planner
Your High Net Worth Planner of the Wealth Advisory Services team will work with you and your other professional advisors, when appropriate, to develop comprehensive wealth strategies based on a number of wealth considerations. Among them: creating retirement income streams, estate planning, business and insurance considerations, transitioning your business, accessing sophisticated credit solutions, tax planning and philanthropic planning.
Executive Trust Officer
Executive Trust Officer
Your Trust Officer with TD Private Trust provides a full range of Estate and Trust services that includes supporting you with your Will and Power of Attorney for property (POA) planning needs where The Canada Trust Company will act as your executor or attorney, and assisting you when you act as attorney or executor for a family member or friend. Your Trust Officer focuses on building long lasting relationships with you and your loved ones by providing continuity during the implementation of your financial and estate plan. From planning through administration, your Trust Officer supports you in creating a lasting legacy.
Tax and Estate Planner
Tax and Estate Planner
The Tax and Estate Planner of the Wealth Advisory Services team applies expertise in estate, trust and tax planning to assist you in developing an estate plan that reflects your personal choices for the future, and the legacy you will leave behind. To help manage your responsibilities, we can work with other TD specialists and external subject matter experts to help identify issues and properly structure your estate in a tax effective manner.
