With 20 years of financial services and investment experience, I am actively focused on providing comprehensive wealth management solutions to individuals & families, estates & trusts, charitable and business organizations. As a Portfolio Manager at TD Wealth Private Investment Counsel, I provide a high level of personalized service for my clients.
I work with a talented group of colleagues at TD and have complete access to their expertise and resources. My role is to create, in collaboration with TD specialists, a fully integrated and comprehensive plan for my clients; this can range from investment management, to estate planning, to credit and to insurance strategies. I feel that this relationship is crucial to my client's evolving needs from accumulation to preservation and to transition of their wealth through every stage of their life.
I hold a Bachelor of Administrative Studies Degree from York University, and hold the Chartered Financial Analyst [CFA] designation. I am a member of the Toronto CFA Society.