Meet The Team
Senior Portfolio Manager
CFA
My Commitment to You
With 30 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 Investment Counsel, I provide a high level of personalized service for my clients.I work with a talented group of collaborators 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 professionals are brought in when required, to apply their specialized knowledge to a particular situation. This can range from investment management, to estate planning and insurance strategies, and credit needs. This collaboration 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.
About Me
I am a graduate of Trent University with a Bachelor of Science (Honours) in Economics, and hold the Chartered Financial Analyst (CFA) designation. I am a member of the CFA Institute, as well as the Ottawa CFA Society. I am also licensed as a Life Insurance Advisor with TD Wealth Insurance Services, and have completed other industry courses such as the Certificate in Retirement Strategy. I am registered as a Portfolio Manager in the provinces of Ontario, Quebec, Alberta and Newfoundland.Outside of work, I enjoy spending time with my wife and four children, and I previously served as an external Advisor for a not for profit foundation.
English
Trent University - Bachelor of Science (Honours) in Economics
Associate Portfolio Manager
CFP®
CIM®
With over 20 years of professional and investment experience, I am actively focused on delivering comprehensive and extensive wealth management strategies to clients that promote a robust and deep financial well-being. My practice is centered around building trust and fostering strong client relationships. I am dedicated to the importance of a financial plan and working with clients to anchor their personal financial plans around our four important pillars; Building Net Worth, Implementing Tax- Efficient Strategies, Protecting What Matters and Leaving a Legacy.
I will draw upon an expansive network of TD colleagues and specialists to enhance our services available and proactively connect to review your goals and objectives regularly.
I hold my Certified Financial Planner (CFP®) designation as well as my Chartered Investment Manager (CIM®) designation and I am an honours graduate from the University of Western Ontario and the University of Ottawa. Outside of work I am passionate about my community involvement, and I volunteer with FP Canada and their exam team for upcoming CFP® candidates.
As a discretionary Associate Portfolio Manager, I provide wealth and portfolio management to clients and a high level of detailed personalized service. Previous to joining Private Investment Counsel, with TD Private Wealth Management, I was a Senior Financial Planner for seven years with TD Wealth Financial Planning. I have been privileged to be part of TD Bank Group for 24 years and prior to joining TD Wealth in 2016, I held several leadership positions throughout Ontario with TD Canada Trust.
I look forward to connecting and helping you strengthen your financial well-being.
Private Client Service Associate
MBA
Additional TD Specialists
Tax and Estate Planner
Tax and Estate Planner
The Tax and Estate Planner of the Wealth Advisory Services team applies expertise in estate, trust and tax planning to assist you in developing an estate plan that reflects your personal choices for the future, and the legacy you will leave behind. To help manage your responsibilities, we can work with other TD specialists and external subject matter experts to help identify issues and properly structure your estate in a tax effective manner.