Graduating from Simon Fraser University in 1998 with a Bachelor of Business Administration in Marketing and Finance, I pursued further education in the investment industry. I have held the Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) designations since 2004. This has helped me further my career at TD Bank Group where I have been helping clients for over 20 years.
What I Do For You
I will work with you to determine the most important goals and work to help you achieve those goals together. I will take the time throughout our relationship to understand you and your family's changing needs, and adapt strategies to help meet those needs. I will continuously monitor your investment portfolio and seek out ways to help improve returns with solutions that may provide better returns for the level of risk that we are comfortable with. I will work with some of the best resources available to help ensure that you can benefit from a holistic approach to Wealth Management.
My Investment Philosophy
Structure portfolios for you to assist you in meeting your individual goals based on the level of risk you are willing to take. Incorporate expected returns into a strategy that I believe will give you the best chance of success in meeting your goals. I utilize a combination of investment solutions and vehicles to build what I feel is the right portfolio for you.
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.