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As a Wealth Advisor with TD Wealth Private Wealth Management I believe I am instrumental in identifying the needs of High Net Worth families and business owners. I work with a team of highly educated TD specialists with a background in banking, investments, estate, tax, and financial planning to deliver customized wealth management and preservation solutions in a way that helps to make client goals achievable.
Fax: (613) 544-4398
Branch Office: (613) 782-1270
Certified Financial Planner, Certified Executor Advisor, Bachelor of Arts (Honours) From the University of Windsor, The Canadian Investment Funds Course, Canadian Securities Course, Financial Planning Diploma from CIFP, Certificate in Advanced Estate Planning & Trust Strategies
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.
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