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Do you feel confident and reassured so you are free to focus your energy on your priorities and embrace all that life has to offer you, knowing your investments are being guided by your trusted advisor?
With over 20 years of experience in the investment industry I have helped counsel clients' emotions and portfolios through all market environments with the goal of developing long lasting partnerships built on trust and integrity.
Personalized Approach – It's All About You
I provide a personalized Investment and Wealth Plan to high net worth families, professionals and entrepreneurs utilizing a conservative Wealth Management strategy to grow and preserve your wealth.
Helping You Stay on Track
As a holder of the Personal Financial Planner designation, an integral part of my Wealth Management process involves reviewing and discussing your personal priorities. Having an Investment and Wealth Plan is an incredible tool that we work together to develop. It helps you stay focused on your long-term goals and helps clarify investment decisions, like asset mix. I feel it is important to understand your current financial situation, where you hope to be in the future and how we can help to get you there. The sooner we collaborate on the answers to these questions, the more time we have to make sure you are on track and discuss any adjustments necessary. This will build your confidence and prepare you for the unexpected.
I am dedicated to providing exceptional client experiences and service. We start with a discovery meeting so I fully understand your current situation and your desired lifestyle goals for the present and for the future. Your Investment and Wealth Plan considers your investments, but also takes into account equally important big picture items such as:
I liaise with your other professional advisors, such as your accountant and lawyer to ensure a customized approach and introduce additional TD specialists, as you need. This team approach ensures all aspects of your Investment and Wealth plan are synchronized.
My Communication Commitment to You
Frequent client communication is an essential part of my service platform. You will receive regular updates to keep you informed on the latest developments that affect your individual situation. Annual performance and face-to-face comprehensive reviews of your portfolio are an important part of the process. This provides the opportunity to discuss any changes in your financial or personal situation that may affect your Investment and Wealth Plan.
Give me a call or send me an email to set-up a complimentary consultation for your second opinion today.
Toll Free: (888) 576-4447
Fax: (416) 308-6938
Branch Office: (416) 982-6011
Branch Fax: (416) 308-6958
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.