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 Investment Counsel, I provide a high level of personalized service for my clients. I work with a talented group of TD Specialists and have complete access to their expertise and the resources of the teams at TD Bank Group.
My role is to create a fully integrated and comprehensive plan for my clients by ensuring the appropriate specialists are brought in as required, to apply their expertise to a particular situation. This can range from investment management and estate planning to credit and insurance needs. This collaboration is crucial to my client's evolving needs from the accumulation of wealth to the preservation and transition 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.
Four Pillars at TD Wealth