With 15 years of financial services and investment experience, I am actively focused on providing comprehensive wealth management solutions to individuals and families, estates & trusts, and charitable and business organizations.
As a Portfolio Manager with TD Wealth Private Client Group, I provide a high level of personalized service for my clients. I work with a talented group of specialists 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 range from investment management, to estate planning, and to credit and insurance 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 am a graduate of McEwan University with a Management certificate, and currently completing my accounting degree with the University of Lethbridge. I hold the Chartered Financial Analyst, Canadian Investment Manager and Fellow of the Canadian Institute designations, and I am also a member in good standing with the CFA Institute.