Meet The Team
Senior Portfolio Manager
CFA®
As a Portfolio Manager with TD Wealth Private Investment Counsel, I am dedicated to providing customized investment management solutions to high net worth individuals, families, charities, estates & trusts, and business organizations. I pride myself on providing the personal attention you would expect from a boutique investment firm, while giving you access to the breadth and depth of resources of a global powerhouse.
Welcome to the TD advantage!
The TD Wealth Private Investment Counsel's integrated wealth management strategy revolves around much more than just your investment portfolio. It is built on four key pillars:
- Building Your Net Worth
- Implementing Tax Efficient Strategies
- Protecting What Matters Most
- Leaving a Legacy
Our investment philosophy centers on preserving capital, while growing it prudently. It is TD Wealth Private Investment Counsels' disciplined, team-based investment approach, combined with a strong investment track record, and ability to offer customized portfolios that differentiates our service from many of our competitors.
On a personal note, in my nearly 15 years of analytical and advisory experience within the financial industry, it has become imperatively clear that the true key to ensuring clients’ financial success is through a comprehensive understanding of their unique needs and circumstances. There is no "one size fits all" or "rule of thumb" when it comes to developing a disciplined financial strategy.
I hold the Chartered Financial Analyst (CFA) designation and am a member of the CFA Toronto Society. I have an Honours BA in Economics from York University, with a specialization in Financial Analysis.
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With over 30 years of investment experience, I am actively focused on providing comprehensive wealth management solutions to individuals and families, estates & trusts, and charitable and business organizations. As a Senior Portfolio Manager with TD Wealth Private Investment Counsel, my practice is based on trust and with the prudent stewardship that is essential to striving to deliver exceptional client service.
I work with a talented group of TD specialists and have complete access to their expertise and the resources of TD Bank Group. My role is to create a fully integrated and comprehensive plan for my clients, by ensuring that the appropriate TD specialists are brought in when required, to apply their specialized knowledge to a particular situation. This can range from investment management, to estate planning, and to credit and insurance needs. This relationship is crucial to my client's evolving needs from the accumulation of wealth to the preservation and transitioning of their wealth through every stage of their life.
In my past experience, I have been called upon by the Ontario Superior Court of Justice to provide Witness Testimony regarding Portfolio Management. I obtained the Canadian Investment Manager (CIM) designation in 1997 and I am a licensed Life Insurance Advisor with TD Wealth Insurance Services. I am a honours graduate of Seneca College's Business Administration program.
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Private Client Service Associate
Private Client Service Associate
Additional TD Specialists
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Business Succession Advisor
Business Succession Advisor
Your experienced Business Succession Advisor of the Wealth Advisory Services team will work with you and your team of external advisors, including lawyers, accountants and business brokers, to help you maximize your business' value, and create and implement a plan for the smooth transfer of your business down the road.
Estate Planning Advisor
Estate Planning Advisor
Your experienced Estate Planning Advisor of the Wealth Advisory Services team will work with you to help you determine the form of coverage for all of your financial and non-financial assets in case of unforeseen events. The strategic use of life, disability, living benefits and annuity products can also help you preserve your wealth, sustain your business and minimize tax obligations.
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High Net Worth Planner
High Net Worth Planner
Your High Net Worth Planner of the Wealth Advisory Services team will work with you and your other professional advisors, when appropriate, to develop comprehensive wealth strategies based on a number of wealth considerations. Among them: creating retirement income streams, estate planning, business and insurance considerations, transitioning your business, accessing sophisticated credit solutions, tax planning and philanthropic planning.
Tax and Estate Planner
Tax and Estate Planner
The Tax and Estate Planner of the Wealth Advisory Services team applies expertise in estate, trust and tax planning to assist you in developing an estate plan that reflects your personal choices for the future, and the legacy you will leave behind. To help manage your responsibilities, we can work with other TD specialists and external subject matter experts to help identify issues and properly structure your estate in a tax effective manner.
