Money Talk Life - The good, the bad and the ugly of being a landlord
Becoming a landlord might seem like the wild west. But, with the right know-how, renting out property can be a good way to create your own personal gold rush.
Born and raised in Kelowna, I started working part-time at TD in 1997 while I was attending UBC Okanagan (Bachelor Of Arts – Psychology). Now having spent 23+ years in the financial services industry, I've had the opportunity to work in a wide variety of roles within TD Bank Group - advising customers, leading, managing and developing TD colleagues, and various regional office roles.
When I'm not at work, I love spending time with my wife and 6 year old daughter. We enjoy getting outside and enjoying all that the Okanagan has to offer. I also enjoy playing and watching sports (basketball, football, running, hiking, golf), and I'm a passionate music fan and entry-level audiophile who collects CD's, vinyl and various bits of music memorabilia.
As a Wealth Advisor, my role is to connect with high net worth clients and understand what is most important to you and your family. We work together to build a personalized and holistic wealth plan, and then I assemble a team of TD specialists who are uniquely qualified to help you execute on this plan.
Toll Free: 1(877) 882-8001
University Of British Columbia - Okanagan, Canadian Securities Institute
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.
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