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Vice PresidentInvestment Advisor
Wealth management that evolves as your needs, priorities and circumstances change over time
Suite 900 421 7th Ave SW Calgary, AB T2P 4K9Map
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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.
EXPERTISE
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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Fax: (403) 299-3434
Branch Office: (403) 299-8600
Branch Fax: (403) 299-7984
Cantonese, English, Mandarin
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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.
Investment Strategies
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
You have questions, I have answers. Let's have a quick chat.
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