Cut out the noise.
Hear what matters.
Watch our top story now
As a Senior Portfolio Manager with TD Wealth Private Investment Counsel, I provide discretionary investment counseling solutions and services to private and institutional clients. I began my career as a Senior Financial Planner; specializing in creating tax efficient portfolios for high net worth business owners. Five years later, I was recruited by one of Canada's largest pension investment management firms to work as an analyst. My previous role focused on high yield dividend portfolios for institutional clients. With over 20 years of financial services and investment experience working closely with individuals and families, estates & trusts, corporations and charitable organizations, I can offer my client:
Simon Fraser University
Getting to know what truly matters to you is our top priority. Applying principles of behavioural finance allows me to dig deeper and understand your personality, your goals, your family, and your motivations.
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.
Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.