As a Portfolio Manager with TD Wealth Private Investment Counsel, I have been providing comprehensive wealth management advice and discretionary investment management solutions for high net worth individuals, families, estates & trusts and charitable & business organizations since 2004. My objective is to provide each of my clients with the highest level of service and support to create customized, personalized wealth and retirement plans to build and protect their financial futures.
As a member of the TD Wealth Private Client Group, I work with a talented group of partners and have complete access to their expertise and the resources of TD Bank Group. This partnership is crucial to my clients as it enables me to address the full scope of their investment, wealth and retirement needs, including wealth protection and insurance solutions, estate planning and trust services and charitable giving strategies.
I graduated from Wilfrid Laurier University with a Honours Business Administration degree and hold the Chartered Professional Accountant (CPA, CA) and Chartered Financial Analyst (CFA) designations. Outside of the office I enjoy living an active lifestyle and spending time with my wife and two children.