With over 20 years of financial services and 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 Vice- President and Senior Portfolio Manager with TD Wealth Private Investment Counsel , I provide a high level of personalized service for my clients.
In the community, I have been involved with numerous professional and volunteer organizations including: CFA Victoria, the Victoria Estate Planning Council, Junior Achievement, The Minerva Foundation of BC, Advocates Toastmasters, and Prospect Lake Soccer.
My interests outside of work and volunteering include soccer, pilates, fitness and travelling.
With client discovery being the foundation of our relationship, we not only understand the full scope of wealth needs but anticipate these needs in order to build integrated, tailored wealth plans. We also know from experience that there’s no such thing as a cookie-cutter approach to meeting the needs of a client like you, which is why we spend a lot of time on the discovery process as this helps us learn what’s most important to you, right now. We use a unique discovery application that helps you identify and describe your priorities, which in turn helps us to understand your family and financial situation.
FOUR PILLARS OF WEALTH MANAGEMENT |
Once we have a complete understanding of your goals and objectives, we will work with you to build and implement a long-term strategy that focuses on your wealth management needs. During this process, we may have the opportunity to connect you with other TD Specialists who can provide professional advice in key areas that matter to you.
OUR CLIENT EXPERIENCE |
As your Portfolio Manager, I have access to global analysis and risk management updates from our Portfolio Advice & Investment Research (PAIR) and TD Asset Management teams. This up-to-the-minute knowledge, plus my understanding of your needs, allows me to create an Investment Policy Statement – a “playbook” of sorts for your investments. My job is to stay on top of all of those events and use what we know to adapt your portfolio when it’s needed.
INVESTMENT EXCELLENCE |
Our investment philosophy is rigorous, disciplined and comprehensive, with a balanced approach to wealth preservation and growth. Our boutique investment offering is supported by the same high calibre investment methods and rigour used by TD Asset Management with its institutional clients such as pension funds and foundations.