In our role, I work closely with our Clients to ensure that the portfolio solutions I provide coincide with their objectives and are consistent with their tolerance for risk. These strategies are set out in a formal investment policy which guides our actions, and is supplemented with a formal long term wealth plan which confirms that their long term financial objectives are realistic.
As part of the Private Client Group team, I work closely with Private Bankers and Private Trust staff to ensure that all financial considerations are discussed; if need be action plans developed to pursue outstanding items. These objectives and issues are then proactively reviewed on a regular basis to ensure continued progress or to ascertain whether any changes to current actions are necessary. Together, our team can address virtually any trust, banking or investment matter that a client might bring before us.
I joined TD in 1998 and bring over 25 years of investment and banking experience to my clients. I hold an bachelor's degree with honours in Finance from the University of Manitoba, have been a Chartered Financial Analyst charter-holder since 1994, as well as holding a number of insurance and investment management certifications.
I strive to be active in my community, and among my volunteer capacities have included serving as Governor for the Pine Ridge Golf Club, and Board Member of the Winnipeg and Edmonton Societies of Financial Analyst.