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Senior Portfolio Manager
Working together to help you achieve what truly matters to you
5140 Yonge Street Suite 1600 Toronto, ON M2N6L7Map
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.
Toll Free: (800) 382-4964
Branch Office: (416) 512-6788
English, Italian
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.
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