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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.