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As an Associate Portfolio Manager with TD Wealth Private Investment Counsel, I provide discretionary investment management solutions to private and institutional clients in British Columbia. The primary focus is to provide a high level of personalized experience for my clients. I am responsible for delivering bespoke investment management solutions to high net worth clients, foundations, estates and trusts. My careers spans over 13 years in the financial services industry acquiring extensive experience in Financial Planning and mid-market Commercial Banking. I have previously worked with clients such as health care professionals, manufacturing firms, construction companies, law firms, accounting firms and farm owners. I believe that developing a deep understanding of my clients and their priorities while balancing the client's needs against their behavioral biases is the first step in delivering a truly satisfying experience.
I am affiliated with CFA Institute and CFA Society Vancouver.
Branch Office: (604) 654-8875
Hindi, English, Urdu, Punjabi
B.Comm University of Northern B.C, CFA Institute
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.