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As a Wealth Advisor with TD Wealth Private Wealth Management, I am supported by the significant resources of TD Bank Group who can provide customized wealth management and banking solutions for select groups 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.
My career with TD has spanned over 35 years, specializing in advising high-net-worth clients and their families. As a dedicated Wealth Advisor, my team and I work with a limited number of clients. This focused approach allows the team to spend more time helping to simplify our clients' lives, engaging, 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 golfing, boating and generally enjoy the lifestyle afforded to us in the beautiful Okanagan region of British Columbia
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We know how important it is to build your wealth so you can enjoy life’s priorities and achieve your vision for the future. Working together we can develop innovative strategies to help grow your net worth by identifying which credit strategies and investment solutions match your current lifestyle and needs. Our team of professionals can work with you to develop an effective plan to help you make your vision a reality.
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 structure your investment portfolio to help reduce tax exposure and keep income available as and when you need it.
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.
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 your wealth.
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.