As a Vice President and Senior 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 20 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
- Timely reporting
- Comprehensive portfolio reviews tailored to you
- A transparent approach to fees
- Advice and solutions supported by a team of TD specialists focused on helping you achieving your goals
The boutique investment offering at TD Wealth Private Investment Counsel is a leading professional investment management firm managing over $27.5 Billion in assets (as of the end of September 2017). 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.
A Proprietary Discovery Process
My approach to discovering you is comprehensive. The discovery process we use applies principles of behavioural finance
to dig deeper and understand your wealth personality, your goals, your family, and your motivations – because your success can’t be understood with just a set of numbers.
First, I'll develop a deep understanding of your needs. Then, we take an integrated approach to help meet those 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 can engage TD specialists who can assist clients with:
Dedicated to You and Your Needs
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 specialists across TD Wealth Private Wealth Management
and beyond, including:
As a TD Wealth Merit Milestone Achievement Award Winner I have been recognized for exceptional achievements across the organization positively contributing to enhancing the client experience and demonstrating the Merit qualities: Motivation, Excellence, Results, Integrity and Teamwork. I am passionate about providing my clients with a highest degree of professional service and advice.
My commitment to continuous education, as well as completion of required qualifications, has earned me the Chartered Financial Analyst (CFA) designation conferred by the Chartered Financial Analyst Institute and the Certified Financial Planner (CFP®) designation conferred by the Financial Planners Standard Council.
Within the community I take a special interest in the following charitable organization the Waterloo Regional Down Syndrome Society. Fundraising and being active participant in WRDSS's annual Buddy Walk and the Upside Down Charity Golf Tournament is very important to me and my family.
Outside work, my passion is my family and spending time with them playing sports, vacationing or just relaxing. I am still a competitor at heart and really enjoy playing competitive touch football and enjoy escaping to the gym for a good workout.
Going beyond the financial picture
Getting to know what truly matters to you is our top priority. Applying principles of behavioural finance allows me to dig deeper and understand your personality, your goals, your family, and your motivations.