I provide professional wealth management solutions to business owners, entrepreneurs, busy professionals and high net worth individuals to help them achieve their long term investment goals. Working with my team of specialist I provide a comprehensive approach to achieving your life goals.
As an Investment Advisor I have over 15 years of wealth management experience in the Canadian investment industry, and hold a Charted Investment Manager (CIM) designation through the Canadian Securities Institute and Certified Financial Planner (CFP) designation through the Financial Practice Standards of Canada. I have worked with some of Canada's most affluent investors and alongside some of the country's most prominent investment professionals. This experience has led me to develop creative strategies to build wealth with a core focus on capital preservation and risk-adjusted returns.
AT TD Wealth, I have access to some of the best quality solutions that Canada's largest bank has to offer. I have access to specialists in Estate Planning, Insurance, Tax and Trust that help ensure my clients have a holistic plan to their wealth management needs. I believe building a powerful and structured portfolio goes beyond just picking the right stocks, it also about building a long term strategy and following a disciplined approach to try avoid unnecessary risk.
Connect with me if you need a second opinion on your current investment plan and if you:
Fax: (416) 944-7175
Branch Office: (416) 982-4000
Branch Fax: (416) 308-8722
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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