Business Owners

Working together every step of the way

Focus on what you do best – running your business – with help from my team and a group of TD banking specialists who understand the complexities and the unique challenges you may face.

Running a business and planning for the future can seem daunting, but it doesn't have to be. We will:
  • Work with you to understand your priorities.
  • Create a wealth plan that considers your financial picture.
  • Schedule regular check-ins to track progress.
  • Work with other TD specialists including, TD Small Business Banking and TD Commercial Banking, to help support your needs.
  • Offer ongoing support to help you move forward confidently.

Achieve your vision through a tailored wealth plan

The business and wealth strategies we can create include:

Tax Planning

We can create a personalized wealth strategy to help you minimize tax exposure and keep income available as you need it.

Investment Management

Diversify your investments and grow your net worth to help optimize cash flow, maximize potential returns, and invest tax-efficiently.

Implementing tax-efficient strategies

It's never too early nor too late to start thinking about tax-efficient strategies. To ensure that you're up to date on timely tax-related considerations, I've included a few articles below for your viewing. If you'd like to discuss any of the topics raised in further detail, I'd be more than happy to schedule some time for us to speak.

Credit Solutions

We work with TD Small Business Banking and TD Commercial Banking to help support you with managing cash flow, recommending credit options, etc.

Protecting what matters

As we've all come to realize over the past year, life is full of uncertainty. That's why it's so important to plan for every life stage now, even the unexpected. To help with that, I've included a few articles below that you may find useful. If you'd like to discuss any of the topics raised in further detail, I'd be more than happy to schedule some time for us to chat.

Business Succession Planning

Moving on from a business you've created and nurtured can be very difficult. You want to know it will get the same attention you've put into it, if not more. You can expect us to help create a succession plan that outlines your expectation for the continuity of your business.

Will and Estate Planning

We can help create a blueprint to transfer your wealth and business ownership with executor and trustee services and recommend strategies for reducing your tax burden, enhancing the value of your business, and helping to grow your wealth.

Wealth-building Strategies for now and the years ahead

2SLGBTQ+ Business Owners

Supporting 2SLGBTQ+ individuals through a variety of inclusive policies, programs and initiatives.

Black Entrepreneurs

Helping Black entrepreneurs and businesses with access to capital, resources and expert advice.

Women in Business

Providing Women with the right advice, tools and resources to help confidently their business.