Cut out the noise.
Hear what matters.
Watch our top story now
Senior Portfolio Manager
Working together to help you achieve what truly matters to you
Be Stewards of Your Family's Wealth
Provide professional, quality and trustworthy advice in a manner that you can fully understand
Build strong relationships
Place your family as our top priority
Oversee your family's wealth and legacy planning
Aim to be transparent, honest and open regarding our process, day-to-day services, fees, and all facets of your account.
Create your personal Investment Policy Statement (IPS) and manage your portfolio within guidelines determined together to help meet your goals and objectives
Issue statements that clearly show your returns and costs (Full online viewing access)
Provide objective advice based only on what’s right for you and does not depend on any product trailer fees or commission
Learn what it’s like to work with us - Ask us for references
Branch Office: (905) 501-8105
English, Mandarin, Italian, Vietnamese, Hindi, Urdu
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.
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
Retirement planning is an ongoing process that helps you prepare for the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
Tax management involves arranging your financial affairs in a way that may reduce your overall tax burden by identifying opportunities to utilize available tax incentives.
Passing on your Wealth
An Estate plan, along with an up-to-date Will, helps you to provide for the family members, friends and charitable organizations that you want to benefit from your estate and sees to it that your wishes are carried out as you intended.
Banking & Credit Management
Effective banking and credit management helps to organize your day-to-day financial needs in a way that may save you time and money.
A charitable giving plan identifies the most effective way to share your wealth with your chosen charities. By selecting the right method of contribution you may maximize the amount of money the charity will receive from you.
Business Succession Planning
Business succession planning is the process of understanding your personal and business goals and preparing your business for the future transfer of ownership and management to your chosen successor.
Planning for Major Purchases
Planning for major purchases may help you accumulate those items you want now and in the future with the least potential cost of borrowing.
Protecting your assets
Asset protection is an ongoing part of a comprehensive financial plan that helps to protect what you’ve worked hard to build.
Planning for the cost of education is a process that can help provide your children and grandchildren with the opportunity to pursue the education and training they need to start their own careers and businesses.
You have questions, I have answers. Let's have a quick chat.
Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.