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Senior Portfolio Manager
Committed to understanding your needs and helping you achieve your vision of success
220 Commerce Valley Drive West Suite 300 Markham, ON L3T 0A8Map
As Senior Portfolio Manager with TD Wealth Private Investment Counsel, I am committed to providing a high level of personalized service to my clients. My Team and I collaborate with individuals, families, trusts, and not-for-profit organizations to help them overcome the challenges of managing their wealth. We primarily serve the York, Durham, Northumberland and Kawartha Lakes regions, with our office located in Markham.
Globalization, tax changes and the complexities of the investment industry have made wealth management an increasingly difficult task for high net worth families and institutions. We provide easy to understand solutions to complex situations. As a TD Wealth Private Investment Counsel client you can expect to be treated with honesty, dignity and respect.
Working with our dedicated team, you can expect:
By taking you through our distinct Discovery process, which utilizes principles of behavioural finance theory, we uncover the values behind your goals, identify your wealth priorities and create a wealth strategy that's as unique as you are.
As part of TD Wealth Private Investment Counsel, our investment offering is supported by the same high-calibre, long-term methods, and strategies used to counsel some of Canada’s largest pension funds and foundations.
Our disciplined asset allocation goes beyond the traditional to focus on your goals through risk-based allocation. Using a rigorous portfolio construction process, we aim to minimize your exposure to market downturns by incorporating innovative new sources of returns that are less reliant on market direction.
Our conservative approach focuses on comprehensive wealth and investment planning. Building, growing and preserving your capital is our primary focus. Through goals-based planning, we measure your returns against your own unique goals rather than market benchmarks.
We work closely with a network of TD specialists to draw upon the vast resources of the TD Bank Group to bring you tailored high net worth planning in the areas of:
Toll Free: 1(800) 472-3414
Branch Office: (905) 707-6757
York University - Mathematics for Commerce
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.
Investment Strategies
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
You have questions, I have answers. Let's have a quick chat.
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