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Senior Investment Advisor
Wealth management that evolves as your needs, priorities and circumstances change over time
"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.
Buntain Wealth Management is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.
Retirement Series- When is time to downsize?
Retirement Series - Marriage & Retirement
Winter 2019 Buntain Wealth Management Newsletter.pdf
Spring 2019 Buntain Wealth Management Newsletter.pdf
Summer 2019 Buntain Wealth Management Newsletter.pdf
Fall 2019 Buntain Wealth Management Newsletter.pdf
Winter 2020 Buntain Wealth Management Newsletter
Spring 2020 Buntain Wealth Management Newsletter
Summer 2020 Buntain Wealth Management Newsletter
Fall 2020 Buntain Wealth Management Newsletter
Winter 2021 Buntain Wealth Management Newsletter
Spring 2021 Buntain Wealth Management Newsletter
Summer 2021 Buntain Wealth Management Newsletter
Fall 2021 Buntain Wealth Management Newsletter
Spring 2022 Buntain Wealth Management Newsletter
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.
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
Banking & Credit Management
Effective banking and credit management helps to organize your day-to-day financial needs in a way that may save you time and money.
Retirement planning is an ongoing process that helps you prepare for the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
Protecting your assets
Asset protection is an ongoing part of a comprehensive financial plan that helps to protect what you’ve worked hard to build.
Tax management involves arranging your financial affairs in a way that may reduce your overall tax burden by identifying opportunities to utilize available tax incentives.
Passing on your Wealth
An Estate plan, along with an up-to-date Will, helps you to provide for the family members, friends and charitable organizations that you want to benefit from your estate and sees to it that your wishes are carried out as you intended.
Planning for the cost of education is a process that can help provide your children and grandchildren with the opportunity to pursue the education and training they need to start their own careers and businesses.
Business Succession Planning
Business succession planning is the process of understanding your personal and business goals and preparing your business for the future transfer of ownership and management to your chosen successor.
Planning for Major Purchases
Planning for major purchases may help you accumulate those items you want now and in the future with the least potential cost of borrowing.
A charitable giving plan identifies the most effective way to share your wealth with your chosen charities. By selecting the right method of contribution you may maximize the amount of money the charity will receive from you.
You have questions, I have answers. Let's have a quick chat.
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