As a professional Wealth Advisor with TD Wealth Private Banking, I specialize in providing comprehensive financial management and holistic planning strategies to a select group of exceptional individuals and their families through our Private Banking services.
I am fortunate to lead a team of banking and credit professionals to personally assist you and your family. My team and I work with a limited number of clients and this focused approach allows us to spend more time helping our clients and working with them and their other professional advisors to deliver integrated financial solutions.
I have over 15 years of experience as a professional financial planner and extensive accreditation which includes; Certified Financial Planner (CFP®), Professional Financial Planner (PFP), Registered Retirement Consultant (RRC®), Certificate in Retirement Strategy and I am currently working towards the Chartered Strategic Wealth Professional designation.
The foundation and success of my practice has simply been based on delivering exceptional service along with a sincere desire to help my clients achieve their future financial goals. I consider it a great privilege to work very closely with a small group of high net worth and ultra-high net worth families and I am extremely proud that many of my clients consider me as a trusted “Quarterback” or “Director” of their overall wealth strategy.
I am looking forward to meeting with you and the opportunity to learn more about your future financial goals. I am positive that working together, we can update and strengthen your current wealth strategy and if necessary, discuss the benefits of implementing strategies that continue to help grow and protect your wealth.