With 25 years of financial services and investment experience, I am actively focused on providing comprehensive wealth management solutions to individuals and families, estates & trusts, and charitable and business organizations. As a Portfolio Manager with TD Wealth Private Client Group, I provide a high level of personalized service for my clients.
As a member of TD Wealth Private Client Group, I work with a talented group of partners and have complete access to their expertise and the resources of our TD Wealth and TD Bank Group teams. My role is to create a fully integrated and comprehensive plan for my clients, by ensuring that the appropriate experts are brought in when required, to apply their specialized knowledge to a particular situation. This can range from investment management, to estate planning, and to credit and insurance needs. This partnership is crucial to my client's evolving needs from the accumulation of wealth to the preservation and transitioning of their wealth through every stage of their life.
I was awarded the Chartered Financial Analyst (CFA) designation, the globally-recognized gold standard in the investment industry, in September 2001.
Outside work, I lead an active lifestyle and enjoy both downhill and x-country skiing, hiking in the mountains and exploring different cultures through travel.