Managing your wealth for the long term
Working with high net worth clients, I am a dedicated professional with technical financial expertise, a conduit to a network of specialists and a sounding board for major decisions.
My team and I focus on helping affluent business owners, professionals and retirees in the Winnipeg area to identify their true goals and priorities. We work collaboratively with you to develop strategies that help you navigate the complexities of managing your wealth. Our proven approach helps ensure that together we achieve your objectives.
We pride ourselves on understanding you and your priorities.
We apply the principles of behavioural finance to dig deeper and discover what matters most to you and your family – as well as uncovering your financial blind spots. Then we work with you to develop strategies to improve decision making and a wealth management plan that is tailored to your unique needs.
A disciplined approach
As part of TD Wealth Private Investment Counsel, the high net worth boutique of TD Asset Management (TDAM), our investment offering is supported by the same high-calibre methods, strategies and rigour used to counsel Canada’s largest pension funds and foundations.
Our disciplined asset allocation goes beyond the traditional to focus on your goals through risk-based allocation. Using a rigorous portfolio construction process, we aim to minimize your exposure to market downturns by incorporating innovative new sources of returns that are less reliant on market direction.
Putting your interests first
As Portfolio Managers, we have a duty to always act in your best interest with unbiased objectivity. Because we are regulated by the Manitoba Securities Commission, we are held to a higher standard of ethics and oversight – a responsibility we never take lightly.
In addition, our team is committed to service excellence, transparency and effective cost control. We are available and responsive; clients regularly turn to us to for straightforward, direct and thoughtful answers to their questions and concerns. In short, we are their go-to resource for every critical financial decision they make – from a new home purchase, to retirement planning, to estate transiton considerations
Collaboration with TD specialists on goals-based planning
We work closely with a network of TD specialists to draw upon the vast resources of the TD Bank Group, when appropriate, to bring you tailored high net worth planning in the areas of: