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With 7 years of financial services and investment experience, I am actively focused on providing comprehensive wealth management solutions to individuals and families, estates & trusts, and charitable and business organizations. My primary role is to provide investment counsel to my clients, specifically to develop and implement investment strategies tailored to meet their individual needs. As a member of 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 Wealth and TD Bank. 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 the evolving needs of our clients through every stage of their life.
I hold designations including the Chartered Financial Analyst (CFA) designation and the Chartered Investment Manager (CIM) designation. I am a graduate of the University of Toronto with a Bachelors of Applied Science in Engineering.
Branch Office: (905) 707-6757
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.