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As an experienced Associate Portfolio Manager with TD Wealth Private Investment Counsel, I understand the unique needs of high net worth individuals and families. I provide discretionary investment management solutions to private and institutional clients across Alberta. Our goal is to help develop and implement investment strategies that are tailored to meet the individual needs of our cherished clients. In consequence, we leverage the high calibre investment capabilities and rigour that TD Asset Management uses with its institutional clients, such as pension funds and foundations.
Through TD Wealth's unique Discovery process which utilizes principles of behavioural finance, my key objectives are to help clients build net worth, implement tax-efficient strategies within their investment portfolios and emphasize risk reduction by helping protect what matters most to my clients.
Equally, with the help of TDs top specialists; we assist the clients in structuring an estate plan, which will allow them to fulfil their wish of leaving a legacy that aligns with their values.
My career in the investment industry began in 2003 and I have held diverse positions which have allowed me to bring a unique perspective and set of experiences that shape my investment philosophy and process today. I graduated from the John Molson School of Business at Concordia University with a Bachelor of Commerce in Finance. As a strong believer in continuous education, I am a 2019 Level III Chartered Financial Analyst (CFA) candidate and I am a member in good standing with the CFA Institute and Calgary CFA Society.
In my free time, I enjoy photography, travelling, cooking, volunteering and above all, being outdoors with my wife, two young daughters and our two rescue dogs.
Toll Free: (877) 311-3645
Branch Office: (403) 503-4800
English, French, Cantonese
John Molson School of Business - Concordia 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.
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