With over 16 years of investment experience, I am actively focused on providing comprehensive wealth management solutions to individuals, families, estates & trusts, charitable and business organizations. My role as a Portfolio Manager with TD Wealth Private Investment Counsel is to provide customized and actively managed investment portfolios for high net worth clients, drawing on my extensive experience working with both institutional and Private Client investors.
As a member of TD Wealth Private Client Group, I work with a talented group of specialists and have complete access to their expertise and the resources of our TD Wealth and TD Bank Group teams. My role is to create a fully integrated and comprehensive plan for my clients, by ensuring that the appropriate experts are brought in when required, to apply their unique insight to a particular situation. This can range from investment management, to estate planning, and to credit and insurance needs. These relationships are 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.
I am a graduate of the University of Alberta with a B.A. economics and also an MBA. In addition I hold the CFA designation and am a member of the CFA Society of Edmonton.
Outside of work, I'm a proud father of two, avid traveler, and enjoy playing flag football.