My goal is to demystify investments to help you achieve what matters to you.
With over 14 years of investment experience, I know how important it is for you to feel heard about your investment concerns and expectations. That’s why I believe it’s essential to learn as much as I can about your story in order to help you define your financial goals.
Through my experience working at TD Wealth Private Investment Counsel and TD Asset Management, I’ve worked closely with individuals, families, estates and trusts, institutions, and foundations, to not only provide investment advice but offer customized solutions based on my deep understanding of TD’s products and services.
As your portfolio manager, you can expect
- ongoing discovery,
- timely reporting,
- comprehensive portfolio reviews tailored to you,
- a transparent approach to fees, and
- advice and solutions supported by a team of TD specialists focused on helping you achieve your goals.
My three children often ask me, “Dad, can you help?” Now is my chance to help you. Let's work together to achieve your goals. Please contact me so that we can begin the conversation.
The boutique investment offering at TD Wealth Private Investment Counsel is a leading professional investment management firm managing over $29 Billion in assets (as of the end of June 2018). The offering is supported by the same high calibre investment methods and rigour used by TD Asset Management with its institutional clients such as pension funds and foundations.