Company: TD Wealth Private Investment Advice

89 Broadway, 2nd Floor,
Orangeville, Ontario L9W 1K2

Tel: 519-941-1137




My passion is helping people prepare long-term, personalized financial plans to help them navigate through their options, while ensuring they still reach their goals. With my 20 years of financial industry experience, and a team of specialists available at my fingertips, I am able ensure that my clients receive high quality, realistic advice. I specialize in identifying tax efficient investment and retirement income strategies, and I am able provide truly personalized portfolios with a wide variety of 3rd party financial solutions!