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As a Wealth Advisor with TD Wealth Private Wealth Management, I am supported by the significant resources of TD Bank Group, and can introduce you to TD specialists who can provide customized wealth management and banking solutions for select group of clients and their families with tailored financial counsel and services. Using TD's exclusive processes, they build customized wealth management solutions to help clients realize their goals – whether that means estate planning, credit solutions, planning for retirement, charitable giving, or business succession planning.
I have worked in the Financial Services Industry for more than 26 years and my career with TD has spanned over 21 years.
As a dedicated Wealth Advisor, I work with a limited number of clients.This focused approach allows us to spend more time helping to simplify our clients' lives, working when necessary with their other professional advisors to deliver integrated financial solutions.
During my spare time I like to spend time with family and friends, walking along the riverside with my dog,reading, travelling and generally enjoy the lifestyle afforded to us in the beautiful Lower Mainland of British Columbia
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Fax: (604) 654-8636
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Our approach to discovery is in-depth – we apply principles of behavioural finance to dig deeper and understand your wealth personality, your goals, your family, and your motivations – because your success can’t be understood with just a set of numbers.
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.