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Senior Portfolio Manager
Your focus is on your business life and your family’s needs, and you don’t want to worry constantly about market fluctuations. With your financial complexities, you need an advisor who can demystify the financial world and help you build a clear and unified strategy.
Each one of our clients leads a busy, demanding life with unique needs and goals, so they rely on us to develop comprehensive plans that integrate and balance wise financial choices, taking every component into consideration. Our clients trust our advice and commit to it in order to weather the markets and build their wealth.
We are able to bring you access to TD specialists with expertise in insurance, tax, and estate planning. To learn more, click the image below:
Our top priority is to get to know and understand what truly matters to you. We start by using principles of behavioural finance to learn about your plans, your family and your motivations at a deep level. We work with you to stay disciplined through the ups and downs of the market, and we steward your decisions with empathy and a duty of care. We approach your wealth management with all of these in mind and chart a course to help steer you towards your goals.
Together with TD specialists, we will help ensure you are prepared for life’s changes and choices, including business-succession planning, retirement, marriage, divorce, gift-giving, philanthropic strategies and your children’s and grandchildren’s education.
Getting to know what truly matters to you is our top priority. Applying principles of behavioural finance allows me to dig deeper and understand your personality, your goals, your family, and your motivations.
Toll Free: (866) 331-1404
Branch Office: (905) 660-1802
Schulich School of Business
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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