Make every step count. Contact me to learn how you can earn up to $1850.¹

Share your financial goals with us and we can help you build a personalized financial plan to start achieving them.

¹Conditions Apply. Offer ends January 31, 2025.

Phone

Office

Office Location

1280 Mohawk Road 2nd Floor Ancaster, ON L9G3K9. map

I have been working in the financial services industry since 1996 with a focus on fostering strong client relationships and helping customers achieve their personal financial goals. I hold a Bachelors degree in Commerce from the University of Guelph, as well as the Personal Financial Planner (PFP) designation offered by The Institute of Canadian Bankers. I am also a Certified Retirement Specialist.

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.

Certificates

B.Comm.

PFP®

SFC

Our Steps To Preparing A Plan Uniquely Yours

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Frequently asked questions

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Your Unique Goals

Knowing that you have a plan for tomorrow will help you concentrate on getting more out of life — today.

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TD Wealth Financial Planning

Your priorities are important to us. We can work together towards your goals, and can help with:

Planning for every life stage

As we've all come to realize over the past year, life is full of uncertainty. That's why it's so important to plan for every life stage now, even the unexpected.

To help with that, I've included an article that you may find useful. If you'd like to discuss any of the topics raised in further detail, I'd be more than happy to schedule some time for us to chat.

Accumulating wealth

We've spoken about your goals for the future, and how we can work together to develop innovative wealth strategies.

To keep you up to date on key financial considerations, I've included content for your viewing. If you'd like to discuss any of those topics in further detail, I'd be happy to schedule some time for us to chat.

WIO: Monthly Perspectives

Every year around this time, the Wealth Investment Office reaches out to TD’s “Three Chiefs” when it comes to the financial world: Chief Economist Beata Caranci, Chief Wealth Strategist Brad Simpson, and Chief Investment Officer David Sykes. Together, they offer an invaluable pool of insights that help to frame the economy, the markets and where we go from here as investors.

We See The Whole You

We work together to determine your Wealth PersonalityTM profile, discover your priorities, and develop a financial plan that's specifically tailored to your goals. Once you have a plan in place, you can feel confident knowing you've defined how you want your income and assets to work for you, now and in the future.

Discover Your Priorities

The goals and dreams you and your family share for your work and career, well-being, home, lifestyle and legacy.

Over time, you may find that your needs and goals change. TD Wealth Financial Planning has the expertise to help you stay on track. As we continue to meet with you, we’ll introduce new strategies to adapt your financial plan to those changes. We look forward to developing a relationship with you in order to understand your goals and aspirations and design a plan that continues to meet your current needs and future goals.

Lynn – The Gift of Planning

Protecting what matters

When experiencing a difficult situation and looking for financial security, finding the right advisor can be a critical step toward making it easier. TD Wealth helped Lynn’s dad make sure everything was in place for when he was gone.

Lynn believes in the value of planning, as her father worked with TD Wealth to prepare his finances and plan for the future of his daughter, making a very difficult life experience easier.

Contact me today to find out how I can help you feel reassured in your financial future.

Make every step count. Contact me to learn how you can earn up to $1850.¹

¹Conditions Apply. Offer ends January 31, 2025.