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Working together to help you achieve what truly matters to you
I work in partnership with Perry Mercer, CFA (Vice President and Senior Portfolio Manager) and Chris Mantzoutsos, CFA (Senior Portfolio Manager). With a combined 50+ years in the wealth management business, we have the experience and perspective that allows us to offer our clients sound advice and a steady hand.
Our team approach ensures continuity and seamless service while working with our clients. We strive to gain a full understanding of their unique needs, circumstances and specific long-term goals. We will then develop and implement a cohesive and dynamic wealth management plan to achieve those goals throughout their lifetime.
Our goal is to provide clients with genuine stewardship, knowing that their wealth is being managed prudently and with their best interests in mind. We strive to provide our clients with the excellent level of service they expect and deserve. In a client survey recently conducted by an independent consulting firm, our clients gave us an overall rating of 4.8 out of a possible 5 points on overall satisfaction. As well, 96% of our own clients surveyed stated they would recommend us to family, friends and colleagues.
Our clients gain the freedom to pursue other priorities while having comfort knowing that there is a team of disciplined wealth management professionals working for them, including our colleagues within TD Private Wealth Management; a team of professional and experienced banking, trust, estate, financial planning and insurance professionals who are engaged to ensure that all of their financial needs are addressed.
I have earned the Chartered Financial Analyst (CFA) and Chartered Investment Manager (CIM) designations. I am a member of the CFA Institute, the Toronto CFA Society, and the Golden Key International Honour Society.
Branch Office: (416) 982-7650
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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