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I have been in the investment industry in Canada for over 20 years. My broad range of experience includes positions as Financial Planner, Investment Advisor, and Investment Counselor. Each role involved assisting high-net-worth families with the management of their investment portfolios and associated financial needs such as, estate planning, taxation and business succession planning.
I am a Chartered Financial Analyst (CFA) charterholder and a member of the Toronto CFA Society. In addition I am a Certified Financial Planner and a Fellow of the Canadian Securities Institute and have completed the Certificate in Retirement Strategy program.
I am a happily married family man and have two sons. My interest include coin collecting, antiques (wood and brass) and sports.
I enjoy my local community and contribute mainly through the Rotary Club and the church.
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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.
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