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.
Toll Free: (800) 807-0103
Fax: (250) 656-4181
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.
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