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I am a Portfolio Manager with TD Wealth Private Investment Counsel and have been involved in the investment industry since 1994. I am responsible for the design and delivery of distinctive investment management solutions and services to private clients, corporations, individual pension plans and trusts. In addition, since 1999 I have specialized in the investment management of estate and trust portfolios where an understanding of the added fiduciary responsibilities associated with trust investing is required.
I hold the Chartered Investment Manager designation and I am fully registered by the Ontario Securities Commission as an Advising Representative. I have a degree in Economics from Queen's University.
On a personal note, I am married with two children and live in Port Credit.
Branch Office: (416) 982-4650
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.