With 33 years of financial services and investment experience, I am actively focused on providing comprehensive wealth management solutions to individuals and families, estates & trusts, and charitable and business organizations.
As a Portfolio Manager with TD Wealth Private Investment Counsel, I provide a high level of personalized service for my clients. I work with a talented group of TD specialists and have access to their expertise and the resources of the TD.
By using the experience of our TD Wealth Team we help clients meet their financial goals by focusing on the four pillars of Building Net Worth, Implementing Tax Efficient Strategies, Protecting What Matters and Leaving a Legacy.
I hold the Chartered Investment Manager designation and a Bachelor of Commerce degree.