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I am a Senior Portfolio Manager for the Kingston/Seaway District which spans West to Trenton, North to Bancroft and East to Gananoque. With 25 years of financial services and investment experience I have held a variety of roles including Tax Manager, Financial Consultant and Financial Planner.
I hold designations including a Bachelor of Arts Honour Degree in Economics from Carleton University, Chartered Financial Analyst Charter Holder and a Certified Financial Planner with the Financial Planning Standards Council.
Outside of work I am a member of the Friends of the Environment Committee, enjoy spending time with my family, cooking, reading and staying active.
Branch Office: (613) 782-1270
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.