Cut out the noise.
Hear what matters.
Watch our top story now
Tailored solutions in tune with your needs and the needs of those you care about
I am a client focused Wealth Professional with over 14 years of experience in the Financial Services industry. I started my career in 2004 helping individuals and families manage their debt and invest for their future. In 2009 I shifted my focus to Wealth Management and joined David Udovic, Vice President and Senior Portfolio Manager with TD Wealth Private Investment Counsel. For the past 9 years, I have been working closely with affluent individuals, families, and business owners to understand their objectives, prioritize their goals, identify their risks, and develop a plan to help them to build and protect their wealth for the future.
I am a strong believer that an effective strategy begins with a plan. I welcome the opportunity to understand your current situation and goals, how you have built your wealth, what you worry about the most, and what you envision for the future. From there, I will work with you to develop a Wealth Plan, leveraging TD specialists to fine tune complex strategies when needed.
As a commitment to my clients, I am continuously looking for ways to stay on top of industry changes and wealth management strategies. In addition to regularly attending external conferences and seminars, I have worked diligently to earn a number of highly respected industry designations. I hold the Chartered Financial Analyst designation awarded by the CFA Institute, the Certified Financial Planner designation awarded by the Financial Planning Standards Council, and the Chartered Investment Manager designation awarded by the Canadian Securities Institute.
If you would like to learn more about the services offered through TD Wealth Private Investment Counsel, and how we may work together, I look forward to hearing from you.
Toll Free: (800) 615-2350
Branch Office: (416) 982-4650
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.
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.