As a Senior Portfolio Manager with TD Wealth Private Investment Counsel, I have 15 years of industry experience developing and nurturing long-term relationships with a specific group of high net worth families, Not For Profit foundations, charities and trusts.
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.
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 Wealth; 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.