For more than 15 years, I have been working with individuals, families and businesses to provide integrated solutions for a complete range of services to align with your specific values and goals. Working with a network of experienced professionals at TD, I am committed to providing sophisticated and personalized investment management solutions designed to simplify wealth management for my clients.
We are proud of our wealth management process which begins with a client-centric approach of understanding your needs, exploring your priorities and long term goals by dedicating time towards in-depth ongoing discussions. My commitment to you is:
- Accountability -- Integrity , trust and full transparency
- Knowledge -- Straightforward and knowledgeable advice
- Teamwork -- A collaborative approach to planning
Having earned the Certified Financial Planner (CFP®) designation from FP Canada, I am keen about working with multi-generational enterprising families. Our only vision is your success.
Your Goals, Our Priorities
We'll help you identify your priorities and create a plan to address your specific needs. We can help with:
- Protecting your assets
- Maximizing your charitable giving
- Finding tax strategies and solutions
- Arranging your estate and trust planning
Transfer of Wealth
Will and Estate Planning
Polly – Moving forward with the right financial plan
When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.
Nick & Justina – Business owners teaming up with TD Wealth
As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.
Your unique goals
You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.