With over 35 years of financial services experience, I have been actively focused on providing comprehensive financial management advice and solutions to high net worth individuals and their families, estates & trusts, and charitable and business organizations.
Winning 4 merit awards (The MERIT Award is an integrated TD Wealth program that rewards and recognizes the exceptional achievements of the top employees across the organization. It focuses on Motivation, Excellence, Results, Integrity, Teamwork)
I continue to strive to understand our clients evolving needs and provide advice and solutions to match their needs.
I hold the Personal Financial Planning designation as well as the professional a certificate in Retirement Strategy and Wealth Management Techniques.
Family and community involvement is important to me. I actively participate in various events and fund raisers including: Big Brother Big Sisters, Million Dollar Smiles and Juvenile Ride for Diabetes, Yellow Brick House and Hope Worldwide of Canada.
Helping you achieve your vision of success
At TD Wealth, we believe that each client’s needs are truly unique. Our goal is to offer you the relevant, customized wealth advice you deserve - and we can do that only by fully understanding you. That's why we take a unique approach to understanding you, your family and your values. Whether your needs are straightforward or complex, we're dedicated to delivering tailored, comprehensive, wealth management strategies that are rooted in your goals. We will stay in tune with your needs and help ensure you're on track to achieve the future you envision for yourself. For more information, click on the image below.
Going beyond the financial picture
Getting to know what truly matters to you is our top priority. Applying principles of behavioural finance allows me to dig deeper and understand your personality, your goals, your family, and your motivations.