What We Believe
Our clients' needs and goals are deeply personal.
With over 18 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 Senior Portfolio Manager within TD Wealth Private Investment Counsel, I am committed to providing my clients discretionary portfolio services with comprehensive understanding of the markets and application of specialized knowledge. I hold the Chartered Financial Analyst and Certified Financial Planner designations.
Going beyond the financial picture
It all starts with our client Discovery process. This utilizes the principles of behavioral finance, which provides an in-depth look into your financial picture, wealth personality, and financial blind spots. Together, we will develop strategies that will help you achieve what matters to you, which is deeply personal and unique to you.
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 look forward to working with you. We are committed to helping you meet your personal and financial goals knowing that you are working with a dedicated financial professional.