With over 20 years of financial services and investment experience, I am actively focused on providing comprehensive wealth management solutions to high net worth individuals and families, estates, trusts as well as charitable and business organizations. As a Senior Portfolio Manager with TD Wealth Private Investment Counsel, I provide discretionary investment management services to high net worth clients and a high level of personalized service.
I work with a talented group of TD specialists as well as clients own professional advisors. My role is to create a fully integrated and comprehensive plan for clients, by ensuring that the appropriate specialists are brought in when required to apply their expertise to a particular situation. This collaboration is crucial to my clients' evolving needs from the accumulation of wealth to the preservation and transitioning of their wealth through the various stage of their lives.
I am a graduate of the University of Ottawa with a Bachelor of Commerce with concentrations in Finance and Accounting. I earned the professional designation of Chartered Financial Analyst (CFA) in 2001 and am an active member of the CFA Ottawa Society.
Outside of work, I like to spend time with my family and friends and play multiple sports.