The more successful you are, the more complicated your finances become. You will reach a point in your life when you're faced with the challenge of managing wealth. At this stage you may now need a professional advisor who can provide thorough and thoughtful solutions to whatever financial issues you may encounter.
As a Portfolio Manager, it is my belief that you and your family are best protected through a comprehensive plan that takes into account all of your financial objectives and needs. My experience in the areas of investments as well as access to a team of TD specialists with experience in taxation, and estate planning enable me to develop effective solutions for a wide variety of personal and business situations. I work with clients to identify their investment planning needs and help them structure their portfolios in ways designed to achieve their goals.
I bring to this position over 25 years of experience in investment and financial planning industries. I have a Bachelors Degree in Economics and hold the Certified Financial Planner (CFP®), and Chartered Investment Manager (CIM®) designations.
I look forward to working with you to help you build a strong foundation for your financial goals.
Your Goals, Our Priorities
We'll help you identify your priorities and create a plan to address your specific needs. We can help with:
- Protecting your assets
- Maximizing your charitable giving
- Finding tax strategies and solutions
- Arranging your estate and trust planning
Transfer of Wealth
Will and Estate Planning
Polly – Moving forward with the right financial plan
When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.
Nick & Justina – Business owners teaming up with TD Wealth
As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.
Your unique goals
You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.