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:
- Ongoing discovery
- Timely reporting
- Regular portfolio reviews
- Investment Policy Statement
- Investment Planning
- A transparent approach to fees
- Continuing education to stay relevant and informed to best advise you
The boutique investment offering at TD Wealth Private Investment Counsel is a leading professional investment management firm managing over $30.2 Billion in assets (as of the end of March 2019). The offering is supported by the same high calibre investment methods and rigour used by TD Asset Management with its institutional clients such as pension funds and foundations. DISCOVERY |
Within TD Wealth Private Investment Counsel, I am committed to delivering an exceptional client experience that begins with a comprehensive discovery to understand and uncover your unique needs, circumstances and long-term objectives. By taking you through our distinct Discovery process, which utilizes principles of behavioural finance theory, we uncover the values behind your goals, identify your wealth priorities and create a wealth strategy that's as unique as you are. *services provided in collaboration with TD specialistsKNOWLEDGE |
I hold the Chartered Financial Analyst (CFA®) designation, a Bachelor of Commerce Degree in Finance from Griffith University and a Diploma in Financial Planning from Fanshawe College. I am also a member of the Institute of Chartered Financial Analysts, as well as the Toronto Society of Financial Analysts.