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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 will deliver legendary 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, retirement, estate, or tax planning, my expertise has help uncovered many hidden needs and identify opportunities to maximize and preserve wealth.
Additionally, I work closely with accountants, lawyers, and bankers to help ensure families received 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.
I am a holder of the Certified Financial Planner (CFP®) designation for over 20 years. I joined TD Wealth Private Investment Advice in 2010 after being a Financial Planner at TD Wealth Financial Planning for 8 years.
During my personal time, my wife and I enjoy driving down to our place in Kimberly and spending our time exploring the great outdoors. During winter, we spend most our time skiing and snowshoeing and in the summer we would go kayaking, biking, and hiking.
Visit our team page to learn more about Legacy Wealth Advisory Group.
Fax: (403) 299-3434
Branch Office: (403) 299-8600
Branch Fax: (403) 299-7984
Cantonese, English, Italian, Mandarin
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.