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.
As an Investment Advisor I have over 15 years of wealth management experience in the Canadian investment industry, and hold a Chartered Investment Manager (CIM®) designation through the Canadian Securities Institute and Certified Financial Planner (CFP®) designation through the FP 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 help 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. In collaboration with a team of TD specialists, we can address the full spectrum of wealth management needs, including investment and insurance solutions, estate and retirement planning, trust services, and charitable giving strategies. I believe building a powerful and structured portfolio goes beyond just picking the right stocks, it is also about building a long term strategy and following a disciplined approach to try to avoid unnecessary risk.
Connect with me if you need a second opinion on your current investment plan and if you:
- Have an investment portfolio in excess of $1 Million
- Would like to retire with a plan and the knowledge that you have the freedom to enjoy life
- Interested in maximizing the value of your estate for your chosen beneficiaries
- Are worried your portfolio may not weather the current volatility
- Are a business owner in need of a comprehensive plan to protect your wealth