Wealth management advice & financial planning based on your unique goals
As Vice President and Investment Advisor of the Legacy Wealth Advisory Group at TD Wealth Private Investment Advice, my team and I deliver a personalized comprehensive wealth plan for affluent individuals, business owners, and their families based on each household’s unique situation. With the customized financial plan, we believe our clients will be able to focus on other areas of their personal lives with greater security.
GOAL & COMMITMENT
My focus is to provide valuable advice to individuals and their families and help them maneuver through their financial stages of life with comfort. My team and I are committed to delivering exceptional wealth management service to our clients with integrity, accountability, honesty, and professionalism
We commit ourselves to ensure the financial planning and wealth management process is comfortable, as well the communication is consistent and clear to clients as we work together to overcome financial barriers and achieve financial goals.
We also aim to help our clients minimize taxes to relieve tax burdens, structure estates in a tax-efficient manner, and help prepare our clients for their life's ups and downs that don't match the market.
Working with individuals and their families for over 20 years, whether it be their children's education, business investment or providing them with retirement, estate, or tax planning strategies, my expertise has helped uncovered many hidden needs and identify opportunities to help maximize and preserve wealth.
Additionally, I work closely with accountants, lawyers, and bankers to help ensure families receive professional advice on areas that are important to them. I will engage TD specialists to provide their expertise on estate, tax, trust, philanthropy, and insurance matters to help create solutions where needed.
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Legacy Wealth Advisory Group is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.