I work in partnership with Perry Mercer, CFA (Vice President and Senior Portfolio Manager) and Chris Mantzoutsos, CFA (Senior Portfolio Manager). With a combined 50+ years in the wealth management business, we have the experience and perspective that allows us to offer our clients sound advice and a steady hand.
Our team approach ensures continuity and seamless service while working with our clients. We strive to gain a full understanding of their unique needs, circumstances and specific long-term goals. We will then develop and implement a cohesive and dynamic wealth management plan to achieve those goals throughout their lifetime.
Our goal is to provide clients with genuine stewardship, knowing that their wealth is being managed prudently and with their best interests in mind. We strive to provide our clients with the excellent level of service they expect and deserve. In a client survey recently conducted by an independent consulting firm, our clients gave us an overall rating of 4.8 out of a possible 5 points on overall satisfaction. As well, 96% of our own clients surveyed stated they would recommend us to family, friends and colleagues.
Our clients gain the freedom to pursue other priorities while having comfort knowing that there is a team of disciplined wealth management professionals working for them, including our colleagues within TD Private Wealth Management; a team of professional and experienced banking, trust, estate, financial planning and insurance professionals who are engaged to ensure that all of their financial needs are addressed.
I have earned the Chartered Financial Analyst (CFA) and Chartered Investment Manager (CIM) designations. I am a member of the CFA Institute, the Toronto CFA Society, and the Golden Key International Honour Society.