9 Things You Didn't Know About Retirement
Here are important financial, health and social facts about retirement to get you planning for the next adventure in your life.
With over 20 years of experience in the investment industry, I am actively focused on providing comprehensive wealth management solutions to individuals and families, estates and trusts, and charitable and business organizations. As a Senior Portfolio Manager with TD Wealth Private Client Group, I provide a high level of personalized discretionary investment counseling services for my clients. My background is diverse and provides a broad perspective. I have worked as an Economist with the BC Government, as an Investment Advisor with a large financial institution, as a Securities Investigator with the BC Securities Commission and I have been working as a Portfolio Manager since 2005. As a member or TD Wealth Private Client Group, 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 particular situations. 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 in their life. I hold a Master Degree in Economics from the University of BC and the Chartered Financial Analyst (CFA) designation. I am a member of the CFA Institute and CFA Victoria. Although I like to spend my spare time traveling and any activity outdoors, I dedicate some of my time to charitable organizations; I am the Past Treasurer of the Victoria Symphony and am currently on the Finance Committee for the Victoria Foundation.
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Masters of Economics, Chartered Financial Analyst
CFA Society of Victoria
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.