With 26 years of investment experience, I am actively focused on providing comprehensive wealth management solutions to individuals and families, estates & trusts, and charitable and business organizations. As Vice President and Senior Portfolio Manager with TD Wealth Private Group, my practice is based on trust and with the prudent stewardship that is essential to managing my clients wealth while delivering exceptional client service.
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 ensuring that the appropriate experts are 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.
In my past experience, I have been called upon by the Ontario Superior Court of Justice to provide Expert Witness Testimony regarding fiduciary Portfolio Management. I have completed the Canadian Investment Management, Canadian Securities and Life Licence Qualification programs and I am a honours graduate of Seneca College's Business Administration program.