As a Wealth Advisor with TD Wealth Private Wealth Management, I work with a team of banking and wealth professionals to provide a select group of clients and their families with tailored financial counsel and services.
With over 25 years of diverse experience in financial services in both Canada and the United States, it is my responsibility to introduce existing TD clients, as well as valued prospective clients to the world of private wealth management, and to bring to life all of what TD Wealth Private Wealth Management can do to simplify the lives of the organization's top relationships.
At TD we seek to find out what truly matters most to the client, and how TD Wealth Private Wealth Management's platform can support each unique individual, family and organization. From core banking and credit, through tailored investment management, all the way to medium-long term considerations like Will & Estate planning, my role is to act as lead and guide of the wealth strategy more broadly.
A Team Approach
As a team, our mission is to connect with each and every audience using wealth management techniques they can understand and pronounce – with no surprises. Clients who have been searching for a brand capable of delivering a strategy and experience that is exactly what it says it is; a brand and reputation founded on precision, professionalism, responsiveness, and intuitive understanding of the unique features and needs of high net-worth clients. As a team, we will strive to consistently provide a seamless, interactive and highly professional client experience from discovery to enrollment and beyond.