With over 20 years of financial services and investment experience, I am actively focused on providing comprehensive wealth management solutions to individuals, families, estates & trusts, and charitable and business organizations.
As a Portfolio Manager with TD Wealth Private Client Group, I provide a high level of personalized service for my clients. I work with a talented group of partners 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 providing 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. The partnership is crucial to my client's evolving needs from the accumulation of wealth to the preservation and transitioning of their wealth through every stage of their life.
I hold the Chartered Financial Analyst (CFA) designation, an internationally recognized standard for financial professionals. I am also a member of the Toronto CFA Society and the CFA Institute. Outside work, I enjoy an active lifestyle with my wife Sandra and our two daughters.