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Senior Portfolio Manager
Working together to help you achieve what truly matters to you
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 through 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 CFA Institute as well as the CFA Society Vancouver.
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. Our family values also include the welfare of all animals, keeping youth active through sport, as well as protecting and preserving the world's oceans.
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.
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
Banking & Credit Management
Effective banking and credit management helps to organize your day-to-day financial needs in a way that may save you time and money.
Retirement planning is an ongoing process that helps you prepare for the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
Protecting your assets
Asset protection is an ongoing part of a comprehensive financial plan that helps to protect what you’ve worked hard to build.
Tax management involves arranging your financial affairs in a way that may reduce your overall tax burden by identifying opportunities to utilize available tax incentives.
Passing on your Wealth
An Estate plan, along with an up-to-date Will, helps you to provide for the family members, friends and charitable organizations that you want to benefit from your estate and sees to it that your wishes are carried out as you intended.
Planning for the cost of education is a process that can help provide your children and grandchildren with the opportunity to pursue the education and training they need to start their own careers and businesses.
Business Succession Planning
Business succession planning is the process of understanding your personal and business goals and preparing your business for the future transfer of ownership and management to your chosen successor.
Planning for Major Purchases
Planning for major purchases may help you accumulate those items you want now and in the future with the least potential cost of borrowing.
A charitable giving plan identifies the most effective way to share your wealth with your chosen charities. By selecting the right method of contribution you may maximize the amount of money the charity will receive from you.
You have questions, I have answers. Let's have a quick chat.
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