I believe wealth can create complexity on both a personal and financial level, and that the managing of wealth is a deeply personal experience.
We help clients manage various aspects of their wealth by simplifying complexity and building detailed investment plans to help guide them through various stages of life. Depending on your needs we can connect you with specialists across TD, including dedicated private banking services, estate and trust planning, business succession, tax planning and philanthropy.
I became an Investment Advisor to build long lasting relationships with clients based on a deep level of competency and trust - for one without the other is meaningless. I have a Master's degree in Engineering from Cornell University and a variety of other designations but in truth I think integrity is more important than education. We endeavor to build world class portfolios for clients in a way that we believe, to the very best of our knowledge, will maximize their returns for a given level of risk. We invest in products or securities where we would (and do) put our own money and our family's money.
I work with a wide variety of clients from seniors to business owners to foundations. I'm always willing to chat and offer guidance to anyone, even if their intention is never to become a client. Feel free to reach out.
Your Goals, Our Priorities
We'll help you identify your priorities and create a plan to address your specific needs. We can help with:
- Protecting your assets
- Maximizing your charitable giving
- Finding tax strategies and solutions
- Arranging your estate and trust planning
Transfer of Wealth
Will and Estate Planning
Polly – Moving forward with the right financial plan
When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.
Nick & Justina – Business owners teaming up with TD Wealth
As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.
Your unique goals
You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.