Senior Investment Advisor
Senior Investment Advisor
Everything we do is driven by you and your values
We have developed a highly refined process designed to help you focus on the things that matter most to you. Anchored by an in-depth understanding of you, we will help ensure that the many elements of your financial life are working together seamlessly in the shared pursuit of your goals.
Our Stewardship Formula
Working closely with you, we collaborate with a carefully selected team of TD specialists to mobilize your financial life into a personalized, full-spectrum strategy that evolves as you do.
As your wealth steward, our goal is to help you make decisions that align with your values and lead you closer to your goals.
We are focused and process-driven. Building on the principles of behavioural finance, we will work to understand what your vision of success looks like, and then walk you through the steps that we believe will help you get there. Our goal is simple: to keep you on track and to do what’s right for you at every juncture.
