With over 20 years of industry experience, I bring significant knowledge, expertise and depth of experience to my role as Senior Portfolio Manager at TD Wealth Private Investment Counsel. TD Wealth Private Investment Counsel is Canada's largest discretionary money manager and provides an institutional approach to portfolio management for high net worth clients including individuals, corporations, not for profit organizations, and estates and trusts. The institutional framework ensures robust checks and balances are in place given the discretionary authority granted to both firm and advisor. As a member of TD Wealth Private Client Group, I work with a talented group of partners and have complete access to their expertise and the resources of our TD Wealth and TD Bank Group teams. My role is to create a fully integrated and comprehensive plan for my clients, by ensuring that the appropriate experts are brought in when required, to apply their specialized knowledge to a particular situation. This can incorporate retirement planning, business planning, estate planning, insurance, planned giving as well as credit and day to day banking needs. This partnership is crucial to my client's evolving needs from the accumulation of wealth to the preservation and transitioning of their wealth through every stage of their life. I hold a Bachelor of Business Administration degree in Finance and Accounting from Simon Fraser University as well as the Chartered Financial Analyst (CFA) designation. I am a member of the CFA Institute as well as the CFA Institute Vancouver Chapter.