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At TD Wealth, we believe that each client’s needs are truly unique. Our goal is to offer you the relevant, customized wealth advice you deserve - and we can do that only by fully understanding you. That’s why we take the time to understand you, your family and your values. Whether your needs are straightforward or complex, we’re dedicated to delivering tailored, comprehensive, wealth management strategies that are rooted in your goals. We will help ensure you’re on track to achieve the future you envision for yourself and your family.
As a Portfolio Manager, my mandate is to help you to preserve and grow your wealth though tailored investment solutions. With over 29 years of financial services and investing experience , I am actively focused on providing comprehensive wealth management solutions to individuals, families, estates & trusts, and charitable and business organizations.
I work with a talented group of colleagues and have access to their expertise and the resources of TD Bank Group. My role is to create a fully integrated and comprehensive plan for my clients, by ensuring that the appropriate TD specialists are brought in when required to apply their specialized knowledge to a particular situation. This can range from tax planning and estate planning, to credit and wealth protection needs. I believe that this collaboration is crucial to my clients' evolving needs – from helping with the accumulation of wealth to the preservation and transitioning of their wealth through their life.
I hold the Chartered Financial Analyst (CFA) designation and am a member of the Institute of Chartered Financial Analysts, as well as the Vancouver Society of Financial Analysts.
I am a past member of the Board of Directors of Ronald McDonald House in Vancouver and actively involved in other interests in the community.
When I am not at work, I enjoy spending time with our two girls in their various activities. I also enjoy golf, skiing, travel and walks with our dog.
Toll Free: (888) 668-9966
Branch Office: (604) 482-8400
Past Board Member, Ronald McDonald House Vancouver
At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you. You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers. It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.