With 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 Group, I provide a high level of personalized service for my clients. I hold designations including the Chartered Financial Analyst (CFA) designation and the Canadian Investment Manager (CIM) designation. Outside work, I'm involved with or 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.
Toll Free: (800) 807-0103
Branch Office: (250) 405-5282
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.