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Senior Financial Planner
Building your financial future – together
3030 Colonel Talbot Rd London, ON N6P0B3Map
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 have been working in the financial services industry since 1998, with a focus on fostering strong client relationships and helping customers achieve their personal financial goals.
I hold a Bachelor degree in Arts from the University of Windsor.
I also hold the Certified Financial Planner (CFP) offered by the Financial Planning Standards Council.
I am passionate and committed to helping my clients feel more confident in their financial future.
I look forward to working with you.
Available at 1 other location(s)
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.
Retirement Planning
Retirement planning is an ongoing process that helps provide financial peace of mind in the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
You have questions, I have answers. Let's have a quick chat.
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3030 Colonel Talbot Rd, London, ON N6P0B3
1920 Dundas Street,
London,
ON N5V3P1
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