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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.
Branch Office: (905) 707-6757
English, Cantonese, Mandarin
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.