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With over 15 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. As a Portfolio Manager with TD Wealth Private Client Group, I provide a high level of personalized service for my clients.
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 a particular situation. 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 of their life.
I hold the Chartered Financial Analyst (CFA) and Chartered Investment Manager (CIM) designations. I have a Master in Business Administration (MBA) with a specialization in portfolio management and corporate finance and a Masters of Arts in Economics (MA). I am also life insurance licensed and can provide advice in this domain. A resident of Toronto, I am a member of the Toronto CFA society and I am actively involved in the community.
Outside of work and community involvement, I always enjoy spending time with my family.
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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.