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Senior Portfolio Manager
Working together to help you achieve what truly matters to you
130 - 200 Quarry Park Blvd SE Calgary, AB T2C 5E3Map
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.
Investment Strategies
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
You have questions, I have answers. Let's have a quick chat.
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