North York
Our Approach

As an Investment Advisor at TD Wealth Private Investment Advice, I provide each of my client with highly personalized investment strategies by building customized portfolios using stocks, bonds, alternative investments etc. In an open architecture format, I build portfolios diversified across asset classes with hedging strategies to potentially mitigate risk. Working with TD Specialists, I also provide wealth management services, including long term retirement planning, efficient tax strategies and multi-generation estate planning strategies to my clients. A few of the life stages I specialize in: 

New to Canada (Immigrant)

Getting married or divorced

Starting or divesting a business