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With over 17 years of financial services and investment experience, I am actively focused on providing comprehensive wealth management solutions to individuals and families, estates and trusts, and charitable and business organizations.
As a Portfolio Manager with TD Wealth Private Investment Counsel, I provide a high level of personalized service for my clients. I work with a talented group of TD Specialists who can provide clients with their expertise.
My role is to create a fully integrated and comprehensive plan for my clients, by ensuring the appropriate specialists are engaged 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. I believe that this relationship is crucial to my clients' evolving needs from the accumulation of wealth to the preservation and transitioning of their wealth through the various stages of their lives.
I am a Chartered Financial Analyst charter holder and a CFP® professional.
Toll Free: (877) 667-6866
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.