With over 28 years of financial services and investment experience, I am actively focused on providing comprehensive wealth management solutions to individuals and families, estates & trusts, and charitable and business organizations. As a Portfolio Manager with TD Wealth, I provide a high level of personalized service for my clients.
I work with a talented group of partners and have complete access to their expertise and the resources of our TD Wealth and TD Bank Group teams. My role is to create a fully integrated and comprehensive plan for my clients, by having the appropriate experts brought in when required, to apply their specialized knowledge to a particular situation. This can range from investment management, to estate planning, and to credit and insurance needs. This partnership is crucial to my client’s evolving needs from the accumulation of wealth to the preservation and transitioning of their wealth through every stage of their life.
I am a graduate of Ryerson University with a Bachelor of Business Managements, and hold the Chartered Financial Analyst (CFA) designation. I am a member of the CFA Institute, as well as a member and Past-President of the Ottawa CFA Society. I also hold an Ontario Life Insurance License, and have completed other industry courses such as the Certificate in Retirement Strategy. I am registered as a Portfolio Manager in the provinces of Ontario, Quebec and Manitoba.
Outside of work, I enjoy spending time with my wife and two children, enjoying tennis, cycling and skiing, and I volunteer as the President of the Board for a local not-for-profit charity.