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Portfolio Manager
Portfolio Manager
I joined TD in 2005 and gained experience within the retail banking and direct investing networks where I held a number of positions of increasing responsibility before moving to TD Wealth Private Investment Counsel in 2011.
As a Portfolio Manager, my primary role is to provide investment counsel to clients, specifically to develop and implement investment strategies tailored to meet their individual needs. I am responsible for the design and delivery of distinctive investment management solutions and services to my high net worth private clients, foundations, estates and trusts. I am fully integrated within TD Wealth Private Investment Counsel to provide comprehensive advice for clients by ensuring that the appropriate TD specialists are brought in to apply their knowledge to a particular situation. These TD Specialists areas include: Financial Planning, Wealth Advisory & Tax, Business and Family Succession Planning, Wills, Estates and Trust, Banking and Insurance.
I am a graduate of the University of British Columbia and hold a Bachelor of Science degree (Honours) with a major in Cell Biology and Genetics. I am also a Chartered Financial Analyst (CFA) Charterholder and a member in good standing with the CFA Society of Vancouver.
I am married and live in Vancouver. In my spare time I enjoy, popular music, traveling, playing basketball and golf.
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Client Relationship Associate
Client Relationship Associate
With over 20 years financial services and investment experience, I assist in providing comprehensive wealth management solutions to individuals and families, estates & trusts and charitable and business organizations. As a Client Relationship Associate with TD Wealth, I work alongside D'Arcy and Jeremy to provide clients with prompt, seamless service with the day to day management of their accounts.
I hold a Bachelor of Arts degree in Economics from Simon Fraser University and have completed the Canadian Securities Course. I am currently enrolled in the Wealth Management Essentials Course at the Canadian Securities Institute.
Outside work, I enjoy spending time with my family. I have two teenage children – when I'm not on the soccer pitch or at the dance studio with them, I love to read and travel. My community involvement includes United Way, JDRF and Habitat for Humanity.
