As a Wealth Advisor with TD Private Wealth Management, I work with an exceptional team of Wealth professionals including Portfolio Managers, Investment Advisors and Private Bankers. Together we assist high net-worth families in achieving their financial goals and dreams. The cornerstone of my approach is investing time focusing on the four wealth pillars: building net worth, implementing tax-effective strategies, protecting what matters and leaving a legacy. This approach allows me to prepare a personalized Wealth Strategy, which may include complex credit, estate & high net worth planning, investment management and other sophisticated financial solutions. As an Accountant, Financial Planner and Certified Executor Advisor with over 35 years of retail banking and Wealth Management experience, I bring a vast breadth of experience to every client interaction.
I hold a Bachelor of Commerce - Financial Services Major from the University of Nipissing and am a Fellow of the Canadian Securities Institute, Chartered Strategic Wealth Planner. and recently completed the Canadian Institute of Certified Executor Advisors designation.
I am active in the London and area community as well as participating in charity projects in India and Peru.
My wife Janis and I have three children and in our spare time enjoy a variety of outdoor sports.
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.
Going beyond the financial picture
Getting to know what truly matters to you is our top priority. Applying principles of behavioural finance allows me to dig deeper and understand your personality, your goals, your family, and your motivations.