Money Talk
Cut out the noise.
Hear what matters.
Watch our top story now
MAP
LIST
Portfolio Manager
Wealth management that evolves as your needs, priorities and circumstances change over time
381 King St. West 3rd Floor Kitchener, ON N2G 1B8Map
BACKGROUND | I began my career in the financial services industry in 2012. Since then, I have progressed my experience through diversified positions across TD, bringing a unique perspective and set of experiences as a Portfolio Manager with TD Wealth Private Investment Counsel.
CLIENT EXPERIENCE | As a discretionary-licensed Portfolio Manager, I uphold myself to the highest ethical standards in the industry to ensure my clients' interests are first and foremost. As my client, you can expect:
Branch Office: (519) 885-8483
English
Chartered Financial Analyst, Bachelor of Commerce from Griffith University
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.
Investment Strategies
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
You have questions, I have answers. Let's have a quick chat.
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.