I have been working in the Financial Services industry for over 25 years. The past 15 years have been spent focusing on Wealth Management solutions. As a Wealth Advisor with TD Wealth Private Wealth Management I have access to a team of professionals who provide a select group of clients and families with customized financial counsel and services. My clients leverage the expertise provided by TD Specialists in areas of customized credit solutions, investment management, trust and estate services, philanthropy and business succession planning.
Our focused approach allows us to focus on simplifying our clients' lives. Working when necessary with their professionals to provide integrated financial solutions.
A unique discovery process anchored in a deep understanding of you
TD Wealth has developed a unique discovery process that uses behavioural finance theory to uncover the values behind your personal vision of success and help determine what truly matters to you. With a deep understanding of your priorities and values, we'll build a team of specialists around you to develop a Wealth Strategy that's as unique as you are. As your needs evolve, so will the services and solutions we can provide. We’ll be in touch with you on an ongoing basis to provide you with advice and information relevant to your unique financial journey. And when you need advice, we’ll be there with the breadth of our expertise and the personalized attention you deserve.
To learn more about how behavioural finance can impact your decision making, read the articles 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.
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.