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Senior Portfolio Manager
Working together to help you achieve what truly matters to you
As a Portfolio Manager with TD Wealth Private Investment Counsel, I am dedicated to providing customized investment management solutions to high net worth individuals, families, charities, estates & trusts, and business organizations. I pride myself on providing the personal attention you would expect from a boutique investment firm, while giving you access to the breadth and depth of resources of a global powerhouse.
Welcome to the TD advantage!
The TD Wealth Private Investment Counsel's integrated wealth management strategy revolves around much more than just your investment portfolio. It is built on four key pillars:
Clients have complete access to the expertise and resources of our specialized team of professionals. We will ensure that the appropriate subject matter experts are brought to the table, apply their specialized knowledge to your situation and work together to create a fully integrated and comprehensive plan for you. Our process actively seeks to prepare you for the accumulation, preservation and transitioning of your wealth through each stage of life.
Our investment philosophy centers on preserving capital, while growing it prudently. It is TD Wealth Private Investment Counsels' disciplined, team-based investment approach, combined with a strong investment track record, and ability to offer customized portfolios that differentiates our service from many of our competitors.
On a personal note, in my nearly 15 years of analytical and advisory experience within the financial industry, it has become imperatively clear that the true key to ensuring clients’ financial success is through a comprehensive understanding of their unique needs and circumstances. There is no "one size fits all" or "rule of thumb" when it comes to developing a disciplined financial strategy.
I hold the Chartered Financial Analyst (CFA) designation and am a member of the CFA Toronto Society. I have an Honours BA in Economics from York University, with a specialization in Financial Analysis.
Branch Office: (416) 308-9211
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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