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As a Wealth Advisor with TD Wealth Private Banking, I work with a team of banking and wealth professionals to provide a select group of clients and their families with tailored financial counsel and services.
I have led an extensive career at TD that has spanned over 25 years, specializing in advising high-net-worth clients and their families. To help me advise my clients I have obtained designations in Financial Management Advisor (FMA), Personal Financial Planning (PFP) and most recently Certified International Wealth Manager (CIWM).
As a dedicated Wealth Advisor, I design comprehensive banking, personalized lending and flexible credit packages for my clients. Through TD Wealth Private Banking, I work with a team of specialists that can provide access to a wide range of advice – including investments, estate planning, trusts, and business succession planning.
To provide personalized service and attention to detail, my team and I work with a limited number of clients. I believe the key to our success is building strong and lasting client relationships with a deep understanding of client's goals and ambitions to help them realize and fulfill their dreams.
Branch Office: (905) 501-8105
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.