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Senior Portfolio Manager
Working together to help you achieve what truly matters to you
381 King St. West 3rd Floor Kitchener, ON N2G 1B8Map
As Senior Portfolio Manager with TD Wealth Private Investment Counsel, I am committed to providing a high level of personalized service to my clients. I have over 25 years of financial services and investment experience working closely with individuals and families, estates & trusts, corporations and charitable organizations.
As my client, you can expect:
•Ongoing discovery
•Timely reporting
•Comprehensive portfolio reviews tailored to you
•A transparent approach to fees
•Advice and solutions supported by a team of TD specialists focused on helping you achieve your goals
The boutique investment offering at TD Wealth Private Investment Counsel is a leading professional investment management firm managing over $30.2 Billion in assets (as of the end of March 2019). The offering is supported by the same high calibre investment methods and rigour used by TD Asset Management with its institutional clients such as pension funds and foundations.
Branch Office: (519) 885-8483
English
University of Waterloo - B.A. Economics
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.
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.
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