As a professional Portfolio Manager with TD Wealth Private Investment Counsel, I am committed to providing a high level of personalized service to my clients. I have over 14 years of financial services and investment experience, working closely with individuals and families, estates & trusts, corporations and charitable organizations. As my client, you can expect:
- Ongoing discovery
- Comprehensive portfolio construction and management tailored to your unique needs
- Advice and solutions supported by a team of TD specialists focused on helping you achieving your goals
- Timely reporting
- A transparent approach to fees
The boutique investment offering at TD Wealth Private Investment Counsel is a leading Canadian professional investment management firm. 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. Our approach is a focus on risk-adjusted returns, not just returns. The investment process emphasizes quality through an exhaustive risk management discipline.
A Proprietary Discovery Process
My approach to discovering you is comprehensive. The proprietary discovery process that I use applies principles of behavioral economics to dig deeper and understand your wealth personality, your family, and your goals and motivations. Through our discovery conversations, together we will uncover your financial blind spots and develop strategies to help improve your financial decision making.
I take an integrated approach to help meet your needs. My clients can benefit from my experience in anticipating the complex challenges of growing and protecting wealth. My advice includes thoughtful strategies that consider tax implications, family dynamics, and other priorities. When appropriate, I engage TD specialists who can assist clients with:
Your Dedicated Relationship Manager
As your dedicated relationship manager, I will stay in tune with your needs and help ensure you're on track to achieve the future you envision for yourself. Through regular contact, I will routinely assess your investment portfolio and goals, ensuring you are introduced to the right specialists at the right time. I will be able to provide you access to TD specialists including: