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 Vice President and 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:
- Ongoing discovery
- Timely reporting
- Comprehensive portfolio reviews tailored to you
- A transparent approach to fees
- Advice and solutions supported by a team of TD specialists focused on helping you achieving your goals
The boutique investment offering at TD Wealth Private Investment Counsel is a leading professional investment management firm managing over $27.5 Billion in assets (as of the end of September 2017). 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 registered as a Portfolio Manager with the Ontario, BC, Saskatchewan, Quebec, and PEI Securities Commissions, holds a Bachelor of Arts (University of Western Ontario), an Honours Bachelor of Commerce (University of Windsor), and the designations of Chartered Financial Analyst® (CFA®) and Certified Investment Manager (CIM).
I have been happily married to my wife, Sharon, for 22 years. I also have two boys. I am an avid downhill skier and enjoy riding my Harley Davidson motorcycle.
Helping you achieve your vision of success
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 a unique approach to understanding 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 stay in tune with your needs and help ensure you're on track to achieve the future you envision for yourself. For more information, click on the image below.