As an Investment Advisor with TD Wealth Private Investment Advice, 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.
My mission: To be your trusted advisor, at your side as your life evolves, ensuring your goals are the prime focus of what we do.
My approach is designed to help increase financial confidence, as we navigate the complexities that life may deliver.
By working with me, you have access to a highly knowledgeable team that understands your goals, dedicated to simplify your financial decisions and inspire you to live your best life.