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Senior Portfolio Manager
Working together to help you achieve what truly matters to you
As a Portfolio Manager for the Corcoran Cham Group within TD Wealth Private Investment Counsel, we are committed to building long-term relationships with our clients based on trust and integrity. Our clients are primarily a select group of retirees or people looking to retire within 10 years, who among other things, aspire to a work-optional lifestyle. We've developed and refined a disciplined process, supported by the expertise of TD Wealth and TD Asset Management, to put all the pieces of the puzzle together into a wealth strategy. Our planning process aims to plan for the expected, as well as the unexpected.
You have meaningful goals and we can help you reach them. Each person's needs are truly unique and our goal is to offer you the relevant, customized wealth advice you deserve accomplished by getting to the heart of what matters most to you. That's why we take a unique approach to understanding you, your family and your values.
Our discovery process is driven by behavioural finance theory because we understand that decisions related to wealth are not purely logical, as traditional financial theory implies. By revealing the likely existence of biases in every financial decision, behavioural finance aims to allow each person to make informed financial decisions, while being aware of the factors that might influence them. This information will tell us how we can work best with you and what the next steps are in creating your strategy – one that aligns what you have to what you want it to do.
Armed with a deep understanding of your priorities and values, we'll build a team of TD specialists centred around you. And, as your needs evolve, your wealth strategy will evolve with you. We take our relationship seriously – that means we'll be in touch with you on an ongoing basis so we can provide you with the information you need for a successful financial future. And when you need advice, we'll be there with a breadth of knowledge and expertise, along with the personalized attention you deserve.
Investment management is one of our key strengths and the cornerstone of every wealth strategy. Our investment philosophy is rigorous, disciplined and comprehensive, with a balanced approach to wealth preservation and growth. We draw support from the same high-calibre methods used by TD Asset Management with pension funds and foundations to bring an exclusive pension-style investment offer to our clients. While each investment mix is born from a client's personal wealth strategy, the approach behind those investments is highly structured - one that places an emphasis on preserving capital while aiming to deliver consistent and stable returns.
The Corcoran Cham Group is part of TD Wealth Private Investment Counsel, who represents the products and services of TD Waterhouse Private Investment Counsel Inc., a subsidiary of The Toronto-Dominion Bank.
Fax: (604) 482-8427
CFA Institute - Chartered Financial Analyst, University of British Columbia, BSc. - Cellular Biology and Genetics
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.
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
Banking & Credit Management
Effective banking and credit management helps to organize your day-to-day financial needs in a way that may save you time and money.
Retirement planning is an ongoing process that helps you prepare for the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
Protecting your assets
Asset protection is an ongoing part of a comprehensive financial plan that helps to protect what you’ve worked hard to build.
Tax management involves arranging your financial affairs in a way that may reduce your overall tax burden by identifying opportunities to utilize available tax incentives.
Passing on your Wealth
An Estate plan, along with an up-to-date Will, helps you to provide for the family members, friends and charitable organizations that you want to benefit from your estate and sees to it that your wishes are carried out as you intended.
Planning for the cost of education is a process that can help provide your children and grandchildren with the opportunity to pursue the education and training they need to start their own careers and businesses.
Business Succession Planning
Business succession planning is the process of understanding your personal and business goals and preparing your business for the future transfer of ownership and management to your chosen successor.
Planning for Major Purchases
Planning for major purchases may help you accumulate those items you want now and in the future with the least potential cost of borrowing.
A charitable giving plan identifies the most effective way to share your wealth with your chosen charities. By selecting the right method of contribution you may maximize the amount of money the charity will receive from you.
You have questions, I have answers. Let's have a quick chat.
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