With over 30 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 a Senior Portfolio Manager with TD Wealth Private Investment Counsel, my practice is based on trust and with the prudent stewardship that is essential to striving to deliver exceptional client service.
I work with a talented group of TD specialists and have complete access to their expertise and the resources of TD Bank Group. My role is to create a fully integrated and comprehensive plan for my clients, by ensuring that the appropriate TD specialists 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 relationship 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 Witness Testimony regarding Portfolio Management. I obtained the Canadian Investment Manager (CIM) designation in 1997 and I am a licensed Life Insurance Advisor with TD Wealth Insurance Services. I am a honours graduate of Seneca College's Business Administration program.
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