MAP
LIST
Senior Financial Planner
Building your financial future – together
98 Wilson Street West Ancaster, ON L9G1N3Map
I have been working in the financial services industry since 1990, with a focus on fostering strong client relationships and helping customers achieve their personal financial goals.
I hold a Bachelors degree in Economics from University of Waterloo. I also hold the Chartered Investment Manager (CIM), the Certified International Wealth Manager (CIWM) and the Fellow of the Canadian Securities Institute (FCSI®) offered by the Canadian Securities Institute. In addition, I hold the Certified Financial Planner (CFP®) designation offered by the Financial Planning Standards Council.
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.
Toll Free: (866) 373-0036
English
BA (Econ), CIM, CIWM, FCSI, CFP
Polly – Moving forward with the right financial plan
Empowering Polly to achieve financial success
When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.
Watch the video
Nick & Justina – Business owners teaming up with TD Wealth
Putting finances into perspective
As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.
Watch the video
Making up for lost time with a sound retirement plan
Steve and Lee-Ann know that the path to retirement has many twists and turns. They found that having the right TD Wealth advisor to help answer their questions, even the ones they didn't know to ask, can help uncover new possibilities. Find out how personalized retirement planning helped this couple retire earlier and make up for lost time.
Watch the video 
Creating a Legacy
When Tim and Patty were faced with a life-altering event, their TD Wealth advisor helped them through the deeply personal aspects of legacy planning. Hear, in Tim's words, how their TD Wealth advisor took the time to understand their vision and helped establish a legacy in Patty's honour that will inspire students for years to come.
Watch the video 
You deserve better than 5 minute meetings and plans that don't reflect your goals. At TD Wealth, we believe that the most important element in your financial plan is you. That's why we actually take the time to get to know who you truly are and your priorities before we review your numbers.
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.
You have questions, I have answers. Let's have a quick chat.
Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.
98 Wilson Street West, Ancaster, ON L9G1N3
[1].png?height=169&width=)
