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.