As an Investment Advisor with TD Wealth Private Investment Advice, I work with each client to provide customized wealth management solutions. Together, we explore retirement and estate planning needs along with wealth protection strategies using insurance solutions. By addressing all aspects of financial health, I also strive to add value using various tax planning strategies. We aim towards providing clients with a detailed plan with the objective of reaching your goals of today while being flexible enough to incorporate the changes that tomorrow may bring.
I have developed extensive financial experience during my 25 years with TD Bank Group and am continually enhancing my knowledge to help my clients navigate their own personal retirement roadmap. Please call me today to set up a no obligation assessment of how I can help you reach your financial goals.