As a Senior Portfolio Manager with TD Wealth Private Investment Counsel, I have 15 years of industry experience, largely in a team partnership with Perry Mercer, CFA, Vice President & Senior Portfolio Manager, developing and nurturing long-term relationships with a specific group of high net worth clients.
Our team approach ensures continuity and seamless service while working with our clients. We strive to gain a full understanding of their unique needs, circumstances and specific long-term goals. We will then develop and implement a cohesive and dynamic wealth management plan to achieve those goals throughout their lifetime.
Our goal is to provide clients with genuine stewardship, knowing that their wealth is being managed prudently and with their best interests in mind. We strive to provide our clients with the excellent level of service they expect and deserve. In a client survey recently conducted by an independent consulting firm, our clients gave us an overall rating of 4.8 out of a possible 5 points on overall satisfaction. As well, 96% of our own clients surveyed stated they would recommend us to family, friends and colleagues.
Our clients gain the freedom to pursue other priorities while having comfort knowing that there is a team of disciplined wealth management professionals working for them, including our colleagues within TD Private Wealth Management; a team of professional and experienced banking, trust, estate, financial planning and insurance professionals who are engaged to ensure that all of their financial needs are addressed. I hold the Chartered Financial Analyst® designation and am a member of the CFA® Institute and the Toronto CFA® Society.