I began my career in the financial services industry in 1991 after receiving my undergraduate degree in Economics from Bishops University. Throughout my career I have held various Head Office and Investment Advisory roles across multiple firms, with my most recent tenure beginning with TD in 2009. My diverse and lengthy history combined with my educational background allows me to bring a wealth of well-seasoned experience and diverse perspective to clients of varying backgrounds. I work with my clients to create customized, personalized, and relevant wealth and retirement plans which we can leverage to help build and protect their financial futures.
Planning with a Purpose
The cornerstone of my business is a one on one relationship with each client, based on trust, communication and a detailed understanding of their needs. By working together with a team of specialists within TD Bank Group, we address the full scope of investment, wealth and retirement needs; including wealth protection and insurance solutions, estate planning and trust services and charitable giving strategies.
Who Benefits from a Comprehensive Approach?
Many of my clients are retirees looking to protect their wealth for preservation of their lifestyle, leaving a family legacy, and philanthropy. By having a goals-based approach to wealth management, we can help plan portfolio cash flow needs, manage risk, and ensure tax efficiencies take place so that retired clients can focus on what matters most to them.
As a working professional, it's easy to get caught up in the now and not have a focus on the future. My goal is to design a tailored investment strategy that follows your unique and comprehensive wealth plan. This approach can help you achieve the level of financial stability needed for retirement, while helping you to live the lifestyle you want in the present.
Business Owners and Entrepreneurs
As a business owner, your time should be spent maximizing your true output and diving as deep into your passion as possible. By pairing unbiased, goal-driven advice with a team of knowledgeable TD Specialists, I work with you to provide a unified financial strategy developed with the resources of a family office.
When I'm not at work I spend time with my wife and two daughters, Ella and Lily. We play tennis in the summers and in winter can be found on the slopes pursuing our love of downhill skiing.