Financial Planner
PFP®
Building your financial future – together
Phone
Office Location
With over 30 years of experience in the financial services industry, I have been actively engaged in fostering strong client relationships and helping clients achieve their personal financial goals. My commitment to continuous education, as well as completion of required qualifications, has earned me the Personal Financial Planner (PFP®) designation conferred by the Canadian Securities Institute. I look forward to exploring investment strategies and solutions with you as we work together towards your unique financial goals.
Certificates
PFP®
Languages
Chinese
English
Your priorities are important to us. We can work together towards your goals, and can help with:
Work with us to assess and recommend strategies that can help to reduce your tax burden, and:
We can offer strategies to help you become retirement-ready by discussing questions like:
Estate planning helps ensure your wishes are carried out and is an effective way to benefit your heirs.
Our four-step process helps keep your financial plan aligned with your goals and circumstances as they change over time.
When it comes to financial planning, there is no one-size-fits-all solution. That’s why we get to know you as an individual. We want to understand what matters most to you, as well as the questions that keep you up at night, like:
With a complete understanding of what you want to achieve, your Financial Planner will work with you to develop a financial plan — your roadmap to achieving your goals — identifying and recommending solutions, strategies and products.
Depending on your situation, your financial planner may also bring in other TD specialists to help with unique aspects of your plan.
Working together is essential to the success of your relationship with your financial planner. That’s why your Financial Planner will take the time to review each recommendation for your plan, to make sure you’re both on the same page. Together, you can move forward confidently.
Once you’ve confirmed the approach, you will receive a comprehensive, personalized financial plan as well as help in building a diversified portfolio made up primarily of TD funds designed to meet your goals by spreading risk, reducing volatility and enhancing the potential for solid long-term returns.
Over time, your life will change, and your goals and priorities may shift. Regular one-on-ones give you the opportunity to get answers to any questions you have, helping you feel confident about meeting your financial goals and dealing with life’s financial challenges.
Your Financial Planner will track and manage your progress over time. Revisited every year, your financial plan acts as a valuable benchmark, showing where you are on your path to your goals. When necessary, your Financial Planner will speak to you about changes to your plan to help keep you on track.
Knowing that you have a plan for tomorrow will help you concentrate on getting more out of life — today.
Your priorities are important to us. We can work together towards your goals, and can help with:
Review 9 practical steps to start making your estate plan.
遗产规划可能看起来很复杂，但事实无需一定如此。在建立一个和谐协调的遗产计划时，您需考虑这5个关键领域。
关于退休有很多老生常谈的观念。然而，其中许多想法早就应该被淘汰了。这里有一些关于您应该如何退休的最新见解。
(905) 896-2887
25 Watline Ave Suite 203
Mississauga, ON L4Z2Z1
