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Our discovery and wealth management approach is driven by what matters most to you
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.
Toll Free: (877) 842-1002
Fax: (902) 420-8141
Branch Office: (902) 420-3211
Branch Fax: (902) 420-8141
We know how important it is to build your wealth so you can enjoy life’s priorities and achieve your vision for the future. Working together we can develop innovative strategies to help grow your net worth by identifying which credit strategies and investment solutions match your current lifestyle and needs. Our team of professionals can work with you to develop an effective plan to help you make your vision a reality.
You've worked hard to accumulate your wealth and we want to help you to make the most of it. Working closely with you and your tax advisors, we'll create an integrated wealth strategy that will structure your investment portfolio to help reduce tax exposure and keep income available as and when you need it.
Life is filled with uncertainty and that's why we're committed to delivering advice and solutions to help protect the things you value at every life stage. Whether through comprehensive risk strategies or connecting you with a specialist in trusts, estates and other risk mitigation products, we've got the expertise to create a comprehensive plan that's right for you.
You are the architect of your legacy and we can help you with the blueprint. We'll collaborate with you to identify your top priorities, from estate planning and trusts to gifting and philanthropy. Our goal? To help you optimize the transfer of your wealth.
At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you. You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers. It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
Banking & Credit Management
Effective banking and credit management helps to organize your day-to-day financial needs in a way that may save you time and money.
Retirement planning is an ongoing process that helps you prepare for the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
Protecting your assets
Asset protection is an ongoing part of a comprehensive financial plan that helps to protect what you’ve worked hard to build.
Tax management involves arranging your financial affairs in a way that may reduce your overall tax burden by identifying opportunities to utilize available tax incentives.
Passing on your Wealth
An Estate plan, along with an up-to-date Will, helps you to provide for the family members, friends and charitable organizations that you want to benefit from your estate and sees to it that your wishes are carried out as you intended.
Planning for the cost of education is a process that can help provide your children and grandchildren with the opportunity to pursue the education and training they need to start their own careers and businesses.
Business Succession Planning
Business succession planning is the process of understanding your personal and business goals and preparing your business for the future transfer of ownership and management to your chosen successor.
Planning for Major Purchases
Planning for major purchases may help you accumulate those items you want now and in the future with the least potential cost of borrowing.
A charitable giving plan identifies the most effective way to share your wealth with your chosen charities. By selecting the right method of contribution you may maximize the amount of money the charity will receive from you.
You have questions, I have answers. Let's have a quick chat.
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