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In 2005 I began my investment career by joining TD Wealth Private Investment Counsel's Estate & Trust team. I worked closely with portfolio managers to meet the complex needs of our clients, by balancing the need for income while prudently growth of capital.
In 2009, the year my daughter was born, I joined TD Asset Management Inc. (TDAM) to further hone my knowledge and understanding of investments. Ultimately, I would become a client portfolio manager covering equities and asset allocation. As a client portfolio manager I have a deep understanding of the solutions managed by TDAM and I worked closely with our institutional relationship management team to personalize solutions for foundations and endowments.
In 2018, my journey came full circle, as I returned to TD Private Investment Counsel as a portfolio manager. I look forward to learning about your story so that I can bring my skills, experience and knowledge to focus on helping you achieve your goals they way you want.
My Commitment to you:
Toll Free: (833) 332-3514
Branch Office: (905) 331-2532
University of Toronto, BSc., CFA Institute
We know how important it is to build your wealth so you can enjoy life’s priorities and achieve your vision for the future. Working together we can develop innovative strategies to help grow your net worth by identifying which credit strategies and investment solutions match your current lifestyle and needs. Our team of professionals can work with you to develop an effective plan to help you make your vision a reality.
You've worked hard to accumulate your wealth and we want to help you to make the most of it. Working closely with you and your tax advisors, we'll create an integrated wealth strategy that will structure your investment portfolio to help reduce tax exposure and keep income available as and when you need it.
Life is filled with uncertainty and that's why we're committed to delivering advice and solutions to help protect the things you value at every life stage. Whether through comprehensive risk strategies or connecting you with a specialist in trusts, estates and other risk mitigation products, we've got the expertise to create a comprehensive plan that's right for you.
You are the architect of your legacy and we can help you with the blueprint. We'll collaborate with you to identify your top priorities, from estate planning and trusts to gifting and philanthropy. Our goal? To help you optimize the transfer of your wealth.
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.