1. Initial Discovery
Our discovery process focuses on understanding your priorities and goals in order to better support them.
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I have been working in the financial services industry since 2009, with a focus on fostering strong client relationships and helping customers achieve their personal financial goals.
I hold a Master's degree in Business Administration from Dalhousie University.
I also hold the the Certified Financial Planner (CFP) designation conferred by FP Canada.
As a Financial Planner, I work closely with my clients to help them develop a financial plan that balances life today with their goals for the future. I take the time to understand, not just their current financial circumstances, but also the objectives and motivations integral to it. Whether you are planning for retirement or starting a new business, I am here to help guide you every step of the way. In addition to investment advice, I can also connect my clients with the right TD specialists to help them address a range of financial goals.
In my role, I focus on four key areas:
1. Build net worth – Identifying investment solutions that align to my clients' evolving needs.
2. Implement tax-efficient strategies – Working with my clients to help create and structure their accounts to help reduce tax exposure while keeping income available for when it's needed.
3. Protect what matters – Leveraging the expertise of TD specialists, I help integrate strategies to protect what matters to my clients.
4. Leave a legacy – Helping my clients to build a plan to effectively transfer their wealth.
I am passionate and committed to helping my clients feel more confident in their financial future.
I look forward to working with you.
Certificates
MBA
CIM
CFP®
Languages
English
Education
MBA - Dalhousie University
Our discovery process focuses on understanding your priorities and goals in order to better support them.
Once we get to know you, we will work with you to develop a personalized financial plan to help you achieve your goals.
Next, we put that plan into action. This phase involves an official onboarding as well as any account transfers required to begin implementing your plan.
When you need more, we’ll connect you to the right TD specialists who can help meet your diverse needs.
We’ll stay in touch with you, keeping you up to date on what matters and we’ll do so in a way that makes sense for you.
To ensure your financial plan evolves as you do, we’ll regularly review your priorities with you, helping you stay on track with your goals.
Our discovery process focuses on understanding your priorities and goals in order to better support them.
Once we get to know you, we will work with you to develop a personalized financial plan to help you achieve your goals.
Next, we put that plan into action. This phase involves an official onboarding as well as any account transfers required to begin implementing your plan.
When you need more, we’ll connect you to the right TD specialists who can help meet your diverse needs.
We’ll stay in touch with you, keeping you up to date on what matters and we’ll do so in a way that makes sense for you.
To ensure your financial plan evolves as you do, we’ll regularly review your priorities with you, helping you stay on track with your goals.
Your priorities are important to us. We can work together towards your goals, and can help with:
As you develop your career as a physician or dentist, beginning with medical or dental school, through your residency and specialization training—on to being part of your own practice and retirement, TD is here to help with professional financial services for every step of your professional journey.
When you think about your retirement, what do you see for yourself? Do you see yourself traveling the world? Relaxing in nature up at your family cottage? Volunteering for a charity or organization you hold dear? Whatever your vision for retirement may be, we can help you plan for it.
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