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I bring to Saskatchewan more than 20 years of investment and business analysis experience, not only in portfolio management, but also with short-term debt and investments and foreign currency accounting. I am proud to provide comprehensive wealth management solutions to individuals and families, estates & trusts, charitable and business organizations in the Saskatchewan market since opening our offices in 2007.
As Vice President and Senior Portfolio Manager with TD Wealth Private Group, my team provides a high level of personalized service for our clients.
I work with a talented group of specialists and have complete access to their expertise and the resources of our TD Wealth and TD Bank Group teams. My role is to create a fully integrated and comprehensive plan for my clients by ensuring that the appropriate experts are brought in when required, to apply their specialized knowledge to a particular situation. This can range from investment management to estate planning and to credit and insurance needs. This partnership is crucial to my clients' evolving needs from the accumulation of wealth to the preservation and transitioning of their wealth through every stage of their life.
I am a graduate of the University of Calgary with a Bachelor of Commerce Degree specializing accounting in 1982, received my Chartered Financial Analyst (CFA) designation in 1995 and earned a Master of Business Administration (MBA) Degree from Athabasca University in 2007.
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Branch Office: (866) 225-7223
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.