Helping achieve what truly matters to you and your family is my team's singular focus. 

We offer an integrated suite of services to address the complex needs of business owners, professionals, affluent retirees, and farming families.

Everyone's story is different.   Beginning with an in-depth discovery, we’ll explore the finer points of your unique goals, values, and aspirations.

As your advisor, we will oversee a multi-disciplinary team of TD specialists from our full suite of services -- investments, tax, estate and wealth planning, private banking, insurance and philanthropy – to craft a custom-made plan that will help you achieve your financial goals.

My team and I are united by our commitment to our clients – and our ongoing pursuit of excellence.    We welcome the opportunity to learn about your story.