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Senior Portfolio Manager
Our discovery and wealth management approach is driven by what matters most to you
As your Portfolio Manager, I have access to global analysis and risk management updates from the Wealth Investment Office (WIO) 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.
Toll Free: (800) 807-0103
Fax: (250) 356-4181
Branch Office: (250) 405-5282
CFA Institute - Chartered Financial Analyst, Simon Fraser University - Bachelor of Business
Peter B. Gustavson School of Business Mentorship Program, Prospect Lake Soccer Club - Team Manager
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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