At TD Wealth, we believe that each client’s needs are truly unique. Our goal is to offer you the relevant, customized wealth advice you deserve and we can do that only by fully understanding you. That’s why we take the time to understand you, your family and your values. Whether your needs are straightforward or complex, we’re dedicated to delivering tailored, comprehensive, wealth management strategies that are rooted in your goals. We will stay in tune with your needs and help ensure you’re on track to achieve the future you envision for yourself.
As a Senior Private Banker, with TD Wealth Private Banking I understand the often complex-needs that go hand in hand with busy lifestyles and growing wealth. As your dedicated Senior Private Banker, I will be your primary point of contact to assist you with all your personal banking needs. I, along with an experienced and dedicated support team, will work with you and your family to create and implement a comprehensive banking plan that is tailored to fit your individual and family goals. My goal is to utilize the vast resources and expertise of TD to discover your best financial path and to help you create a personalized plan designed to help meet your current and future needs.
I have been providing my clients with innovative wealth management solutions for 6 years. When I’m not engaging with clients, I like to dine out and I love traveling and hiking. I also volunteer with different charitable organizations across Canada including United Way and Junior Achievement.
Whether your focus is on building for the future, planning for retirement or leaving a meaningful legacy, I look forward to having this opportunity to meet with you to discuss how we can help you achieve what truly matters to you.
Wealth advice for every stage of your career
Whether it's helping to build your net worth or helping you build a practice that reflects your vision and values, we're here to provide advice and tailored services to help you reach your financial goals.
We will help you achieve your vision of success through:
Implementing tax-efficient strategies - 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 help structure your investment portfolio to help reduce tax exposure while keeping income available as and when you need it.
Protecting what matters most to you - 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.
Preparing for the legacy you want to leave - 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 wealth to those who matter most to you.
A Distinct Discovery
To act for another, one must know the other as they know themselves. Starting with a blank page, an inquisitive mind and great deal of empathy, we ask numerous questions to reveal what is truly most important to you, your family and business. Each person's needs are unique and our goal is to offer you the relevant, customized wealth advice you deserve. We can only do that by getting to the heart of what matters most to you. That's why our approach is to understanding what is important to you, your family and your values. We want to discover everything about you, all the things in your life which make up you and your financial DNA.
Estate Planning for Medical Professionals
To help ensure your estate plan doesn’t leave a mess for your loved ones, we’ve compiled a list of common mistakes healthcare professionals can watch out for.