As a Wealth Advisor, I draw on the depth of a core team of TD specialists to create and implement unique and holistic wealth management solutions for affluent Canadians and their families. I am passionate about working with successful entrepreneurs, business owners and their families, professionals and corporate executives; helping them with the various aspects of their wealth needs. My clients leverage the expertise that is provided through TD specialists in investment management, cross-border banking, business succession, commercial banking, philanthropy and estate and trust planning.
With over 13 years of experience in financial services, I have had the privilege of providing personalized, discrete financial counsel to a select group of high-net-worth families and their businesses throughout western Canada. My education consists of a Bachelor of Science degree in Electrical Engineering from the Monterrey Institute of Technology in Mexico City, and a Master of Business Administration degree from the University of Saskatchewan. In my spare time I enjoy travelling to sunny destinations, spending time with family, and star & planet watching in the backyard.
Our Distinct Approach to Discovery
The distinct discovery process we use will take you through some behaviour questions and how you really make decisions. And when it's all done, a diagnostic using behavioural finance will take all that information, how we can work best with you and what the next steps are in creating your wealth strategy - prioritized by what matters to you. A wealth strategy which manages the important things like your retirement, your kid's education, your family cottage - not just your money.
Armed with a deep understanding of your priorities and values, we'll work with a core team of specialists to help you achieve your goals. And, as your needs evolve, your wealth strategy will evolve with you. We take our relationship with you seriously – that means we'll be in touch with you on an ongoing basis so we can provide you with the information you need for a successful financial future. And when you need advice, we'll be there with a breadth of knowledge and expertise, along with the personalized attention you deserve.
Helping you achieve your vision of success
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 a unique approach to understanding 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. For more information, click on the image below.
Stewards of your wealth
Imagine having someone who provides you with tailored and hand-selected access to a variety of professionals and specialized services. Someone who responds with thoughtful insights and solutions that consider tax implications, family dynamics, and other priorities. A steward, if you will, who leaves nothing to chance. Someone with an intricate understanding of your needs and objectives.
Entrusting us with your financial affairs is a responsibility we don't take lightly. Our investment professionals ensure your wealth strategy is aligned to your life stages. We will connect you with an Investment Advisor that is right for you – they will deliver well-planned, personalized solutions that simplify the complexities of wealth and ensure the right specialists are around you each step of the way.
Through TD Wealth Private Banking we provide banking at your convenience - delivering proactive bespoke banking and credit solutions. Your dedicated Private Banker is ready to service your unique, and potentially more complex, needs. Enjoy priority credit approvals and expedited cross-border banking.
By engaging TD specialists, we can help you take steps today to transfer, preserve and manage your wealth for future generations. It's been a lifetime in the making. So now you deserve nothing less than specialized services to help you preserve your wealth and leave a meaningful legacy. From succession planning to gifting and philanthropy, we'll help you transfer your wealth to those that matter most to you.
TD specialists will work with families and their foundations to invest in a way that reflects their values to maximize social impact. We provide high-quality investment management services and have expertise in managing foundation funds. TD's advisory services act as a resource to keep foundations informed about trends in the charitable landscape.
You'll have access to knowledgeable team of planning specialists who can help you with strategies to grow and transition your wealth. TD specialists provide wealth planning services, tax mitigation strategies, estate planning and business succession planning.