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With 28 years of financial services and investment experience, I am actively focused on providing comprehensive investment and wealth management solutions to individuals and families, estates &trusts, and charitable and business organizations. As a Portfolio Manager with TD Wealth Private Group, Private Investment Counsel, I provide a high level of personalized service for my clients. As an accredited portfolio manager, my expertise lies in providing customized discretionary investment management solutions. Beginning with a thorough discovery process, I provide tailored portfolio management solutions with emphasis on risk control and asset allocation. As a member of TD Wealth Private Client Group, 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 ensuring that the appropriate experts are brought in when required, to apply their specialized knowledge to a particular situation. This can range from business succession planning, tax, estate planning, and to credit and insurance needs. This 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 and generation. I hold the designations of; CIM® - Chartered Investment Manager; and PFP – Professional Financial Planner. I also hold a Bachelor of Commerce and a Bachelor of Arts from the University of Windsor, Ontario.
Toll Free: (800) 263-2163
Branch Office: (519) 663-1437
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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.
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