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At TD Wealth Private Wealth Management, 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.
I am an avid downhill skier and enjoy riding my Harley Davidson motorcycle.
Toll Free: (800) 263-2163
Branch Office: (519) 663-1611
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.