Money Talk
Cut out the noise.
Hear what matters.
Watch our top story now
MAP
LIST
Senior Portfolio Manager
1070 Douglas Street Suite 600 Victoria, BC V8W 2C4Map
I am a Senior Portfolio Manager with TD Wealth Private Investment Counsel (TDW PIC) and recently moved to Victoria from Toronto.
As a Portfolio Manager, I understand the unique needs of High-Net-Worth individuals and families. I can provide investment offerings that are supported by the high caliber and rigour that TD Asset Management Inc. uses with pension funds and foundations. I am committed to building a relationship with trust and confidence and can provide you with access to specialists across TD.
Prior to joining The Moore Falconer Group at TDW PIC, I was the Senior Manager, Channel Strategy for the TDW PIC business for 5 years, and the Supervising Portfolio Manager for TDW PIC for the past 3 years. I bring over 25 years of experience in the wealth management industry in Canada and internationally.
I hold an Honours Bachelor of Science in Physics from the University of Waterloo, and a Master of Business Administration from Georgetown University, and I have been a CFA charter holder since 1997.
My wife, Anne-Sophie, joins me in Victoria (as a sculptor, her workplace is mobile!). Our older daughter, Emilie, calls Stockholm, Sweden home, and our younger daughter, Alix, is a 2022 graduate from the University of Waterloo.
Outside the office, I'm an avid rugby fan (no longer, sadly, a player) and Anne-Sophie and I haunt art galleries or take advantage of the hiking trails.
The Moore Falconer Group is part of TD Wealth Private Investment Counsel, who represents the products and services of TD Waterhouse Private Investment Counsel Inc., a subsidiary of The Toronto-Dominion Bank.
Branch Office: (250) 405-5282
English, French
Investment Strategies
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
You have questions, I have answers. Let's have a quick chat.
Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.