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With over 15 years of financial services and investment experience, I am focused on providing comprehensive wealth management solutions to individuals and families, estates & trusts, and charitable and business organizations. As a Portfolio Manager with TD Wealth Private Group, I provide a high level of personalized service for my clients. I work with a talented group of partners and have complete access to their specialized insight 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 unique perspective to a particular situation. This can range from investment management, to 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.
I hold designations including a Master of Business Administration, Canadian Investment Manager and Certified Financial Planner. Outside work, I'm involved with community charity events and local hockey organizations.
Branch Office: (905) 660-1802
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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