1. Initial Discovery
Our discovery process focuses on understanding your priorities and goals in order to better support them.
Phone
Office Location
I have been working in the financial services industry since 2010, with a focus on fostering strong client relationships and helping customers achieve their personal financial goals.
I hold a Bachelor's degree in Commerce from The University of Guelph. I also hold the CERTIFIED FINANCIAL PLANNER® (CFP®) offered by The Financial Planning Standards Council.
I look forward to working with you.
Certificates
B.Comm.
CFP®
What does a financial planner do?
What to expect at my first meeting?
What are the steps in financial planning?
Knowing that you have a plan for tomorrow will help you concentrate on getting more out of life — today.
The TD Wealth Asset Allocation Committee provides its latest views on asset classes, where investing opportunities may arise, and future scenarios for global economies and interest rates.
At TD Asset Management Inc. (TDAM), we understand the importance of tax planning to investors. There are many tax-efficient investment vehicles available to Canadians to help maximize after-tax income and grow their investment portfolios.
The transition from a successful career to this stage in life isn’t always easy.
Our discovery process focuses on understanding your priorities and goals in order to better support them.
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.
Once we get to know you, we will work with you to develop a personalized financial plan to help you achieve your goals.
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.
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.
Once we get to know you, we will work with you to develop a personalized financial plan to help you achieve your goals.
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.
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