As a Senior Portfolio Manager at TD Wealth Private Investment Counsel, with over 30 years of financial services and investment experience, I am actively focused on providing comprehensive wealth management solutions for high net worth clients including individuals, corporations, not for profit organizations and estates & trusts.
In addition to investment management, my role is to create a fully integrated and comprehensive plan for my clients, by ensuring that the appropriate TD specialists are brought in when required. This can range from tax and estate planning, business succession planning, insurance, planned giving as well as credit and day to day banking needs.
I am a graduate of both the University of British Columbia (Bachelor of Science degree in Microbiology) and Simon Fraser University (Bachelor of Business Administration degree in Finance and Accounting). I am a Chartered Financial Analyst (CFA) charterholder and have earned the Certified Financial Planner (CFP®) professional designation. I am a member of the CFA Institute and the CFA Vancouver Society.
Toll Free(800) 807-0105
University of British Columbia (Bachelor of Science degree in Microbiology) and Simon Fraser University (Bachelor of Business Administration degree in Finance and Accounting)
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