Cut out the noise.
Hear what matters.
Watch our top story now
Senior Portfolio Manager
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
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
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.
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.
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.