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As a Portfolio Manager with the Vancouver office of the TD Wealth Private Client Group, I am responsible for meeting the investment counselling needs of clients throughout British Columbia. With over eighteen years of experience, I bring a depth of personal knowledge, professional expertise and practical experience to my clients. I have spent a majority of my career providing investment advice to high net worth investors throughout BC. Prior to joining TD Wealth I oversaw the BC operations of a national investment counselling firm providing customized portfolio solutions. Prior to that, I was part of the investment services team for a major Canadian's bank global private banking &trust operations. I am affiliated with the following professional associations: CFA Institute, The Financial Planning Standards Council of Canada and the Canadian Securities Institute. In my spare time I enjoy travelling, hiking and live theatre.
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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.