I have been employed with TD Wealth Private Investment Counsel since 2006, and joined our Calgary office in 2010. I serve over 100 families, primarily in Southern Alberta, and currently manage over $220 million on their behalf. I am ably supported in my role by my Associate, Eugene Semenuik. Prior to joining TD, I was employed as a Trading Analyst with Russell Investments Canada.
Prior to beginning my professional career, I attended the Stockholm School of Economics in Stockholm, Sweden, where I earned a Master's degree (major in finance). I hold a Bachelor's degree (major in economics) from Glendon College, York University, in Toronto.
As a CFA charterholder, I am a member of CFA Institute and the Calgary CFA Society. I am also a member of Advocis, the Financial Advisors Association of Canada.
In my free time, I enjoy spending time with my family, and staying active by training jiu-jitsu, and skiing and biking in Alberta's mountains. I am a member of the Canadian Ski Instructors Alliance, the Canadian Ski Coaches Federation, and currently serve as volunteer Treasurer on the Board of Directors of the Skimeisters Alpine Race Club.
Fundamentally, my approach to wealth management is a straight-forward one: I favour the simple over the complex; a lower-risk approach over a more volatile one. I work to save you the time and energy required to effectively manage wealth, providing you with the freedom and peace of mind that comes with experienced, personal, and professional investment management. I look forward to the opportunity to work with you and your family.