I have been working in the financial services industry since 2005, with a focus on fostering strong client relationships and helping customers achieve their personal financial goals. I hold a Bachelors degree in Finance from The University of Windsor. I look forward to working with you
TD Wealth Financial Planning
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:
- Reduce your taxable income during your lifetime or upon passing away
- Explore income splitting strategies
- Take advantage of tax deductions and credits available to you
We can offer strategies to help you become retirement-ready by discussing questions like:
- How much income is needed for the retirement you aspire to?
- How can you save enough to fund your retirement?
- How can you reduce taxes during retirement?
- When should you start taking your government benefits?
Estate planning helps ensure your wishes are carried out and is an effective way to benefit your heirs.
- Ensure you have an up-to-date Will and Power of Attorney
- Consider using executor services like a corporate executor or Power of Attorney for Property
- Transfer your wealth and help avoid any unintended consequences
The Latest at TD Asset Management
To tailor to a client's evolving needs, we have access to the expertise at TD Asset Management. This strategic relationship allows us to deliver legendary client experiences, comprehensive solutions, and timely advice when clients need it most. TD Asset Management Inc. (TDAM) is a leading asset manager in Canada with an expanding global presence.
Many investors let their emotions guide their investment decisions, which may lead them to buy or sell at inopportune times. Emotionally-driven decisions can have a significant impact on your portfolio. Read more here.
Geopolitical conflict, rising interest rates and record inflation heightened recessionary risks for many economies as financial conditions became increasingly constrained. Read the year in review.
As inflation soared across the world over the past two years, global monetary policy became strikingly coordinated. To slow the growth of price increases of goods and services, central banks across developed market (DM) and emerging market (EM) countries have had to swiftly and decisively raise policy rates.
Research and Insights From The Wealth Investment Office
Staying on top of financial markets is important for making investment decisions. Check out our latest commentary and analysis.
For the holidays this year, fixed income investors wanted only one thing (and it wasn’t their two front teeth). The ascent of long-term yields over the past two years — from 1.50% in early 2022 to around 5% in October 2023 — led to some of the leanest months in modern history for bond investors. By the beginning of Q4, bond investors were bracing for the unprecedented possibility of a third straight year of losses. What they desperately needed was a rally — and boy did they get one.
Success Begins With Understanding
Your hopes and expectations are at the heart of your financial plan.
That’s why at TD Wealth Financial Planning we take the time to discover and appreciate your needs, and include them in any discussion of your goals, so that together we may set a course for the future that you envision for yourself and your family.
The goals and dreams you and your family share for your work and career, well-being, home, lifestyle and legacy.
What To Expect From TD Wealth Financial Planning
Your Goals Are Our Priority
- Can enhance your confidence in your ability to achieve your goals
- Takes into consideration what is most important to you
- Maximizes savings through investment and tax strategies
Your Unique Goals
Knowing that you have a plan for tomorrow will help you concentrate on getting more out of life — today.