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"The pessimist sees difficulty in every opportunity. The optimist sees opportunity in every difficulty”
Sir Winston Churchill
I am an optimist and I believe in simplicity. This has been reinforced over 25 years of providing investment advice and has been tested over many market cycles.
How does it work? A belief in dividend paying blue chip companies, determining appropriate exposure to growth investments vs guaranteed investments and ongoing communication with my clients to help them stay the course through difficult times. I avoid investment product that I do not understand or which requires an explanation that you will not understand. I manage your money the way I manage my own, with respect for the effort required to save it.
What do my clients experience? A one on one relationship based on trust, communication and a detailed understanding of their needs. I work in collaboration with a team of TD specialists to address the full scope of wealth management including retirement planning, estate planning and trust services, insurance solutions and charitable giving strategies. My commitment to ongoing education has led to many designations including the Fellow of Canadian Securities Institute (FCSI®) and Chartered Investment Manager (CIM®).
Outside the office I enjoy most things outdoors, skiing in winter, sailing and kayaking in summer. It is even better when shared with my children and grandchildren.
Toll Free: (866) 866-4154
Fax: (902) 420-8141
Branch Office: (902) 420-3211
Branch Fax: (902) 420-8141
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.
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