As an Advisor with TD Wealth since 2001, I have been providing Financial Plans and offering financial solutions to individuals, professionals and their families.
I provide a holistic service in that all of my clients receive a Financial Plan. The plan can cover such areas as Investments, Retirement, Insurance, Education, Charitable giving, Cash Management and Wills and Estates. This is unique in the industry in that all to often the focus tends to fall too much on the investments. Where, in fact, this represents but a portion of a comprehensive plan.
Backed by the extensive resources of TD Bank Financial Group I am able to partner with Private Bankers, Commercial (Small Business) Bankers and Estate and Trust experts to ensure all of your wealth considerations are met.
I am a graduate of St. Mary's University (Economics). In addition I am a Personal Financial Planner (PFP) and hold the Life Insurance Advisor license. Outside of the office I am actively involved in coaching minor sports, particularly basketball with the St. Margarets Bay Minor Basketball Association (SLAM).
I welcome the opportunity to work with you to develope, implement and monitor your Financial Plan to ensure all your wealth considerations are met.