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Senior Portfolio Manager
Sound investment advice built to help weather all market conditions
66 Wellington Street West 2nd Floor - TD Tower Toronto, ON M5K 1A2Map
Andrew guides clients to make informed decisions with respect to investment policy, asset allocation, and designs and manages discretionary investment portfolios according to the industry's highest ethical and professional standards.
Andrew joined TD in 1997 and has been a Portfolio Manager since 1999. For two years, Andrew served on Private Investment Counsel's Strategic Council as well as the Investment Committee, which is responsible for the design and monitoring of the firm's investment mandates.
As a serious and objective steward of his clients' wealth, Andrew strives to provide meaningful insight and advice and develop long-term relationships based on trust and mutual understanding with the ultimate goal of generating positive outcomes. While analytical and detail-oriented, he serves clients in an attentive and straightforward manner.
Andrew holds an Honours Bachelor of Arts degree in Economics from Queen's University and is a Chartered Finanacial Analyst charterholder. He is currently the Treasurer of Oriole Nursery School.
Andrew lives in mid-town Toronto with his wife and two daughters.
Branch Office: (416) 982-7650
At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you. You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers. It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
Banking & Credit Management
Effective banking and credit management helps to organize your day-to-day financial needs in a way that may save you time and money.
Retirement planning is an ongoing process that helps you prepare for the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
Protecting your assets
Asset protection is an ongoing part of a comprehensive financial plan that helps to protect what you’ve worked hard to build.
Tax management involves arranging your financial affairs in a way that may reduce your overall tax burden by identifying opportunities to utilize available tax incentives.
Passing on your Wealth
An Estate plan, along with an up-to-date Will, helps you to provide for the family members, friends and charitable organizations that you want to benefit from your estate and sees to it that your wishes are carried out as you intended.
Planning for the cost of education is a process that can help provide your children and grandchildren with the opportunity to pursue the education and training they need to start their own careers and businesses.
Business Succession Planning
Business succession planning is the process of understanding your personal and business goals and preparing your business for the future transfer of ownership and management to your chosen successor.
Planning for Major Purchases
Planning for major purchases may help you accumulate those items you want now and in the future with the least potential cost of borrowing.
A charitable giving plan identifies the most effective way to share your wealth with your chosen charities. By selecting the right method of contribution you may maximize the amount of money the charity will receive from you.
You have questions, I have answers. Let's have a quick chat.
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