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
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.