I work as part of the Align Private Wealth Management team at TD, located in the beautiful Niagara Region of Ontario. Our team strives to provides objective and comprehensive financial services to a select group of private clients and businesses. www.alignpwm.com
Our mission is to be your trusted advisors for all aspects of your life. We work hard to simplify our client’s financial lives, optimize their portfolio’s, and ensure they always remain on track with the path we create together. We work with our clients, through each chapter of their lives, ensuring we are always on the same page and never falling behind. We strive to make all aspects of finance easily understandable. Our goal is your comfort!
We offer our knowledge and experience to help you achieve your potential. We will work directly with you and will collaborate with any of your other trusted advisors – accountants or lawyers, when required. You can always trust us to provide a disciplined, comprehensive and guided approach to your life-long, wealth management planning. We want you to feel comfortable talking to us about your dreams, as well as life changes along the way.
We are dedicated to serving our clients with integrity and are committed to the following principles:
- honest, transparent, and open communication
- highly responsive, professional, first-class service
- unbiased and timely advice
- dedication to our belief that "clients interests always come first"
As a Full-Service Investment Advisory firm, we are not restricted to any investment product or service, and work exclusively for the benefit of our clients. We care deeply about helping our investors achieve their goals and objectives, and endeavor to provide them with the highest-quality service and guidance
We look forward to discussing with you how we can become your family's trusted financial advocate. We think you will appreciate the trust and confidence that comes from working with a leading wealth management firm in TD Wealth Private Investment Advice and Align Private Wealth Management.
On a personal note, Tim is happily married to his wife Agnes and has two children, Ella & Cole. In his spare time he enjoys the occasional round of golf.