We are private wealth managers assisting successful families to grow, preserve and transition their wealth.
I am a Certified Financial Planner and Certified Executor Advisor with a focus on planning for individuals and families. I look at a client's whole situation and make a recommendation based on what is right for them. If using Mutual Funds or Life Insurance products do not suit the situation, I refer the client to another professional.
I help individuals navigate a path through the challenges of Estate Administration, leveraging my personal experience as an Executor and practical experience in Tax preparation.
Let's face it, bad things always happen at the worst possible time. Having worked in the financial services industry for over 30 years, we have witnessed first hand, the detrimental effects of not being proactive due to ignorance, complacency or fear. Our services help you in advance, and during this most difficult of times to protect what matters most.
I am a Financial Advisor and Elder Planning Counselor who specializes in creating reliable income plans which offer diversified asset management and effective wealth transfer for seniors. I have been working with my clients since 1992 to provide investment advice that helps them realize their goals and create lasting legacies.
I am a Legal Administrative Advisor with NLCU. I am located at our Corporate Office and assist our branches and Members by helping them understand Wills and Estates.
With over 30 years of experience in the financial services industry, I have been actively engaged in fostering strong client relationships and helping clients achieve their personal financial goals. I hold a Bachelor of Commerce and Economics degree from the University of Toronto. My commitment to continuous education has earned me the Certified Financial Planner (CFP) designation conferred by the Financial Planning Standards Council.
I look forward to exploring investment strategies and solutions with you as we work together towards your unique financial goals.
Working with people for the last 20 years, I understand the importance of planning! Both my parents lived into their 90's. My Dad had lymphoma and ended up living with us in the last days of his life. My mother had Alzheimer's and had to be put into a nursing home.
It is my passion to help people with their estate, to pass it down exactly as they wish and as tax efficient as possible.
As a Certified Financial Planner, I help my clients articulate what they want most for themselves and their family, so I can help them make the best financial decisions TODAY in order to achieve their hopes and dreams in the FUTURE.
VP and Market Manager for TD Private Wealth Management. I manage a Team of TD Wealth professionals 10 Wealth advisors, 10 Priivate Bankers and a amazing team of Private Trust officers. We cover from Hey 27 to Oshawa and Finch to Hwy 9 of the Greater Toronto area. I am a CFP, RRC, CIFP and now CEA.