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I have been working in the financial services industry since 1990. Prior to taking on the role of Financial Planner, I was Branch Manager in the Niagara area. During the last 6 years, I have focused exclusively on financial planning and fostering strong client relationships. I have completed the requirements for the CERTIFIED FINANCIAL PLANNER™ certification conferred by the Financial Planning Standards Council. I am also a Certified Retirement Specialist. I look forward to being with you every step of the way as we work together to achieve your personal financial goals.
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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.
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