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Senior Private Banker
Working together to help you achieve what truly matters to you
5515 North Service Road Suite 400 Burlington, ON L7L 6G4Map
As a Senior Private Banker with TD Wealth, I work closely with a team of dedicated professionals to fully understand my client’s goals and dreams in order to provide them and their families with highly customized service and financial advice.
With over 10 years of financial services experience with TD, I specialize in providing personalized service and building strong and lasting client relationships. I take a holistic approach when working with high-net-worth families and their businesses to help them preserve, protect, and grow their financial assets while also ensuring a successful transition for the next generation. With a deep understanding of each client’s goals and values, I will work closely with a team of TD Wealth specialists to seamlessly provide unique and trusted solutions. This may include day-to-day banking, investments, credit solutions, estate planning, trusts, and business succession planning.
Branch Office: (905) 331-2532
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.
Retirement Planning
Retirement planning is an ongoing process that helps you prepare for the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
You have questions, I have answers. Let's have a quick chat.
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