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.