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 rigor 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.
I have been working in the financial services industry since 2004, with a focus on fostering strong client relationships and helping customers achieve their financial goals.
I hold a Bachelors degree in Commerce (Honours) from the Asper School of Business, University of Manitoba. I also hold the CHARTERED FINANCIAL ANALYST® (CFA®) designation and CERTIFIED FINANCIAL PLANNER® (CFP®) certification offered by the CFA Institute and FP Canada, respectively.
Toll Free(833) 807-0083
CFA, CFP, B.Comm. (Hons)