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Senior Portfolio Manager
Working together to help you achieve what truly matters to you
I am a seasoned professional with greater than 25 years of investment experience. I joined TD Wealth in 2008. My primary role is to provide investment counsel to my clients--specifically to develop and implement investment strategies tailored to meet their individual needs.
My career has been built on years of experience providing investment planning to high net worth clients. I began my career with a major chartered bank and then moved to a medical investment firm as a Senior Financial Consultant. I love helping my clients succeed and achieve the lifestyle they have worked very hard for. You can expect a high level of service, advice and commitment from me.
I have lived in Calgary most of my life. I am a graduate of the University of Calgary with a Bachelor of Science degree. I also hold the following industry designations: Canadian Investment Manager (CIM), Fellow of the Canadian Securities Institute (FCSI) and Certified Financial Planner (CFP).
In my spare time, I enjoy travelling, reading mysteries and watching British TV programs. I like going to concerts and trying new Calgary restaurants.
My clients giving me the responsibility to manage their hard-earned savings is a privilege. As a steward of your assets, I will strive to find the best solution that fits your needs and helps you stay on track to meet your goals.
Toll Free: (877) 311-3645
Branch Office: (403) 503-6512
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.
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
Banking & Credit Management
Effective banking and credit management helps to organize your day-to-day financial needs in a way that may save you time and money.
Retirement planning is an ongoing process that helps you prepare for the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
Protecting your assets
Asset protection is an ongoing part of a comprehensive financial plan that helps to protect what you’ve worked hard to build.
Tax management involves arranging your financial affairs in a way that may reduce your overall tax burden by identifying opportunities to utilize available tax incentives.
Passing on your Wealth
An Estate plan, along with an up-to-date Will, helps you to provide for the family members, friends and charitable organizations that you want to benefit from your estate and sees to it that your wishes are carried out as you intended.
Planning for the cost of education is a process that can help provide your children and grandchildren with the opportunity to pursue the education and training they need to start their own careers and businesses.
Business Succession Planning
Business succession planning is the process of understanding your personal and business goals and preparing your business for the future transfer of ownership and management to your chosen successor.
Planning for Major Purchases
Planning for major purchases may help you accumulate those items you want now and in the future with the least potential cost of borrowing.
A charitable giving plan identifies the most effective way to share your wealth with your chosen charities. By selecting the right method of contribution you may maximize the amount of money the charity will receive from you.
You have questions, I have answers. Let's have a quick chat.
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