As a CPA and Investment Advisor with TD Wealth, Private Investment Advice, I provide comprehensive, goals-based wealth management services to families across Canada. My practice is built on a process-oriented foundation rooted in three core pillars:
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What do you love most about your job?
What I love most is partnering with Canadian families to help them reach their most meaningful goals. Built on Care, Competence, and Collaboration, my practice allows me to guide clients through complex decisions with total clarity. Transitioning from my CPA background into wealth management was driven by a passion for helping people—and the best part of my day is seeing clients gain full confidence in their long-term plan.
What inspired you to start your own business?
My transition from accounting to wealth management was driven by a lifelong fascination with personal finance and investing. While working as a CPA, I continuously studied macroeconomics, market cycles, and investor behaviour. Switching paths allowed me to combine rigorous technical expertise with my true passion: giving families clear, unbiased financial direction to help them achieve their goals.
Why should our clients choose you?
Choosing a wealth advisor comes down to trust, expertise, and personalized care. As a CPA with TD Wealth, Private Investment Advice, I move beyond generic advice to build custom strategies around your specific goals. My process-oriented approach—rooted in Care, Competence, and Collaboration—ensures your portfolio reflects your values, incorporates tax efficiency, and evolves alongside your family's priorities. You get institutional support with direct, personal accountability every step of the way.
Can you provide your services online or remotely? If so, please add details.
We have numerous clients across Canada who find it convenient to attend meetings virtually, via zoom. We can also open accounts, via electronic signature, if this is more convenient for you.
What changes have you made to keep your customers safe from Covid-19?
We can accommodate virtual meetings and electronic document processing for individuals who prefer partner with us remotely.
Wealth and Retirement Strategies
Wealth management or retirement advice for retirees, pre-retirees, small business owners, and professionals. We offer clear strategies with smart, personalized solutions that match your goals and show you the path to achieve them. We’re with you every step of the way.
Business Succession Planning/Key Person Insurance
Business owners have unique life insurance needs. The two most common concepts for business life insurance are buy sell life insurance and key person life insurance.
Buy-Sell life insurance coupled with a shareholder’s agreement, protects both the surviving business partner(s) and the family of the deceased partner. A business with multiple shareholders (sometimes excluding spouses) should have these in place.
Key person life insurance gives a business a cash injection on the death of a key person. The beneficiary of key man life insurance is the company itself. The death of an important team member causes financial stress and the death benefit is used to mitigate this. Key person life insurance is often written into shareholder’s agreements as well.
Insurance (Protection)
We will help you analyze your needs and determine the best insurance solution for you. Your most valuable financial asset is you. There is nothing that will generate as much return for you than you. That’s why protecting your ability to earn an income should be a top priority. All of those dreams and visions you have depend on your income.
Estate Planning
Finding effective methods to allocate your assets to your beneficiaries or charitable causes in a manner that optimizes their distribution while minimizing taxes and other expenses.
Investment Management
Exploring your account alternatives, such as traditional brokerage and fee-based services, and determining the most suitable combination of investments and services for your specific needs and preferences is a crucial aspect of financial planning. This involves considering various investment options, such as stocks, bonds, GICs, mutual funds, segregated funds, and annuities, to design a portfolio that aligns with your financial goals and risk tolerance.
