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I have led an extensive career that has spanned over 25 years, specializing in advising high-net-worth clients and their families.
On behalf of my clients I design comprehensive banking, personalized short- and long-term lending, and flexible credit packages.. Through TD Wealth Private Banking, I work with a team of specialists that can provide me a range of services – including investments, estate planning, and trusts – to meet each client's specific needs.
As a Wealth Advisor with TD Wealth Private Banking, I have a team of banking and credit professionals to provide a select group of clients and their families with tailored financial counsel and services. This focused approach allows us to spend more time simplifying our clients' lives, working when necessary with their other professional advisors to deliver integrated financial solutions.
I hold the Personal Financial Planning designation (PFP) and the Certified International Wealth Manager Designation (CIWM) a highly respected designation for integrated wealth management planning in Canada and around the world.
Branch Office: (204) 988-2210
We know how important it is to build your wealth so you can enjoy life’s priorities and achieve your vision for the future. Working together we can develop innovative strategies to help grow your net worth by identifying which credit strategies and investment solutions match your current lifestyle and needs. Our team of professionals can work with you to develop an effective plan to help you make your vision a reality.
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 structure your investment portfolio to help reduce tax exposure and keep income available as and when you need it.
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.
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 your wealth.
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.