As a Wealth Advisor with TD Wealth Private Wealth Management, 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 that has spanned over 20 years, specializing in advising high net worth individuals, business owners, professionals and their families. I am interested in what is important to my clients and gain a deep understanding of their financial needs.
My role is to introduce clients to and draw on the expertise of TD specialists, in addition to working with client's existing professionals, to create and implement an integrated wealth management solution to meet their individual needs. In collaboration with TD specialists, we aim to simplify wealth management for affluent individuals and are committed to long term relationships by providing a high touch, holistic approach including estate planning, tax management, business succession planning, investment management, banking and credit management solutions.
Having earned a Bachelor of Arts Degree (Economics/Sociology), Certified Financial Planner® designation and Certificate in Estate Planning & Trust Strategy assists me in helping individuals achieve the goals and dreams they have for themselves and their families.
A Team Approach
As a team, our mission is to connect with each and every audience using wealth management techniques they can understand and pronounce – with no surprises. Clients who have been searching for a brand capable of delivering a strategy and experience that is exactly what it says it is; a brand and reputation founded on precision, professionalism, responsiveness, and intuitive understanding of the unique features and needs of high net-worth clients. As a team, we will strive to consistently provide a seamless, interactive and highly professional client experience from discovery to enrollment and beyond.