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Working together to help you achieve what truly matters to you
As a Portfolio Manager with TD Wealth Private Investment Counsel, my role is to deliver professional, high-quality and trustworthy advice to my clients. My team, which includes Vice President and Senior Portfolio Manager David Sanderson, collaborate with individuals, families, trusts, and not-for-profit organizations to overcome the challenges of managing their wealth. We primarily serve York, Durham, Northumberland and Kawartha Lakes regions, with our office located in Markham.
Globalization, tax changes and the complexities of the investment industry have made wealth management an increasingly difficult task for high net worth families and institutions. We provide easy to understand solutions to complex situations. As a TD Wealth client you can expect to be treated with honesty, dignity and respect.
Working with our dedicated team, you can expect:
By taking you through our distinct Discovery process, which utilizes principles of behavioural finance theory, we uncover the values behind your goals, identify your wealth priorities and create a wealth strategy that's as unique as you are.
As part of TD Wealth Private Investment Counsel, our investment offering is supported by the same high-calibre, long-term methods, strategies 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.
Our conservative approach focuses on comprehensive wealth and investment planning. Building, growing and preserving your capital is our primary focus. Through goals-based planning, we measure your returns against your own unique goals rather than market benchmarks.
We work closely with a network of TD specialists to draw upon the vast resources of the TD Bank Group to bring you tailored high net worth planning in the areas of:
Branch Office: (905) 707-6757
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.
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.
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.
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.
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.
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.
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.
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.
You have questions, I have answers. Let's have a quick chat.
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