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As a TD Wealth Private Investment Advisor, I take the time to get to know you and your family.
Listening to you and understanding your needs, goals, and dreams is the first step I take to create your personalized wealth plan.
I have been working in the financial services industry since 1997, focusing exclusively on holistic wealth planning and fostering strong client relationships since 2007. I have the Certified Financial Planner™ certification conferred by the Financial Planning Standards Council.
By choosing to work with TD Private Investment Advice, you will have access to a team of specialists to help you ensure your success.
I look forward to being with you every step of the way as we work together to help you achieve your personal financial goals.
Branch Office: (416) 239-3363
Branch Fax: (416) 239-3205
Getting to know what truly matters to you is our top priority. Applying principles of behavioural finance allows me to dig deeper and understand your personality, your goals, your family, and your motivations.
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