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You’ve worked hard and watched your business grow. More than likely, it represents one of your main assets. You’ve spent years building it, are ready to consider what the next five years look like, and want to ensure you don’t make any costly mistakes.
You understand the importance of planning for the certainty of uncertainty, and you want clear, concise strategies to maximize your return while minimizing risk, taxes—and hopefully—stress.
As your Wealth Advisor, I take the lead on assembling a team of TD specialists to assist. From investment, tax and estate planning, to a business succession plan or sale, we help you preserve and protect the personal and business wealth you’ve worked so hard to build.
From your short and long-term business vision, to philanthropy and the legacy you want to leave your family, let’s roll up our sleeves and get into the particulars around your goals. Let’s understand what’s important to you, and together, develop a plan to help you reach your goals, while protecting what matters.
As a former business owner with in-depth experience in strategic planning, raising capital, and taking companies public, I bring a unique big-picture perspective to how I assess today's financial scenarios and solutions. In fact, drawing on what I've learned running my businesses, to help clients make informed choices about their financial future, is the most fulfilling part of my job.
I hold the Certified International Wealth Advisor (CIWM) designation, the Certified Executor Advisor (CEA) designation and I am a Fellow of the Canadian Securities Institute (FCSI®).
Away from the office, you’ll find me enjoying friends, family and all-things west coast, especially sailing, biking and golfing.
Uncover what drives your decisions.
Your success is about more than a set of numbers. As part of the Discovery Process, we use TD's groundbreaking Behavioural Finance system to understand your Wealth Personality and uncover what drives your decisions, including your blind spots.
And yes, even the savviest business people have them - from overconfidence and loss aversion, to short term focus and familiarity. By getting clear on your blind spots, we can establish a customized foundation for how best to guide you with implementing strategies.
Toll Free: (877) 654-8875
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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