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Senior Portfolio Manager
Working together to help you achieve what truly matters to you
380 Wellington Street 17th Floor, Tower B London, ON N6A 5B5Map
At TD Wealth Private Investment Counsel, we understand that making decisions that will affect your life is a deeply personal experience. We also appreciate the key role that growing and preserving your wealth plays in helping you enjoy the life you want to lead.
As a Senior Portfolio Manager with TD Wealth Private Investment Counsel I am focused on understanding the full scope of my client wealth needs and tailoring advice to each individual.
I have over 20 years of wealth and investment experience working closely with individuals, families, estates & trusts, corporations and charitable organizations. As my client, you can expect:
The boutique investment offering at TD Wealth Private Investment Counsel is a leading professional investment management firm managing over $32 Billion in assets (as of the end of January 2021). The offering is supported by the same high calibre investment methods and rigour used by TD Asset Management with its institutional clients such as pension funds and foundations.
A key factor in being able to help my clients reach their goals is my ability to augment investment management services with the full resources of TD Wealth. When appropriate, and with your permission, a team of experienced professionals including Private Bankers, Wills & Estate Planners, Trust Officers, and insurance specialists can work with you and your family to help ensure the seamless management of your wealth.
I am licensed in Ontario, BC, Saskatchewan, Quebec, and PEI and I hold a Bachelor of Arts (University of Western Ontario), an Honours Bachelor of Commerce (University of Windsor), and the designation of Chartered Financial Analyst (CFA).
I have been happily married to my wife, Sharon, for over 25 years. I also have two boys. I am an avid downhill skier and enjoy playing electric guitar.
Toll Free: (800) 263-2163
Branch Office: (519) 663-1611
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The distinct discovery process we use will take you through some behaviour questions and how you really make decisions. And when it's all done, a diagnostic using behavioural finance will take all that information, how we can work best with you and what the next steps are in creating your wealth strategy - prioritized by what matters to you. A wealth strategy which manages the important things like your retirement, your kid's education, your family cottage - not just your money.
Armed with a deep understanding of your priorities and values, we'll work with a core team of specialists to help you achieve your goals. And, as your needs evolve, your wealth strategy will evolve with you. We take our relationship with you seriously – that means we'll be in touch with you on an ongoing basis so we can provide you with the information you need for a successful financial future. And when you need advice, we'll be there with a breadth of knowledge and expertise, along with the personalized attention you deserve.
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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