As a Private Banker, I ensure that my clients needs are met in a prompt and precise manner. I understand that the needs of high value clients can be extremely complex and, when appropriate, I engage only the most trusted TD Specialists who can provide the expertise necessary to address those concerns. Our Specialists are well versed in estate and tax planning, business succession planning, investment strategies, investment management and philanthropic giving, all of which would be easily coordinated by one, direct, point of contact. My goal is to deliver a holistic solution through the use of my own experience and knowledge as well as the experience of the specialists around me to ensure that all of my clients can have the comfort of knowing their financial well-being is being taken care of.
I have been an employee of TD Bank for over 10 years and had found my niche in delivering tailored financial advice to high value families through my work as a Champion Financial Advisor in my region. In my first few years working for TD Bank I was also completing my Honours BA from the University of Toronto majoring in Public Policy and Public Law. I currently hold my Personal Financial Planner (PFP) designation as well as my Certificate in Retirement Strategies which were achieved through the Canadian Securities Institute.
Toll Free1(866) 331-1404
Dedicated To Helping You Achieve Your Vision Of Success
We will help you achieve your vision of success through:
Implementing tax-efficient strategies - you've worked hard to accumulate your wealth and we want to help you to make the most of it. Working closely with you and your tax advisors, we'll create an integrated wealth strategy that will help structure your investment portfolio to help reduce tax exposure while keeping income available as and when you need it.
Protecting what matters most to you - life is filled with uncertainty and that's why we're committed to delivering advice and solutions to help protect the things you value at every life stage. Whether through comprehensive risk strategies or connecting you with a specialist in trusts, estates and other risk mitigation products, we've got the expertise to create a comprehensive plan that's right for you.
Preparing for the legacy you want to leave - you are the architect of your legacy and we can help you with the blueprint. We'll collaborate with you to identify your top priorities, from estate planning and trusts to gifting and philanthropy. Our goal? To help you optimize the transfer of wealth to those who matter most to you.
A Distinct Discovery
To act for another, one must know the other as they know themselves. Starting with a blank page, an inquisitive mind and great deal of empathy, we ask numerous questions to reveal what is truly most important to you, your family and business. Each person's needs are unique and our goal is to offer you the relevant, customized wealth advice you deserve. We can only do that by getting to the heart of what matters most to you. That's why our approach is to understanding what is important to you, your family and your values. We want to discover everything about you, all the things in your life which make up you and your financial DNA.
Your unique goals
You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.