BACKGROUND | As a Portfolio Manager with TD Wealth Private Investment Counsel, I am committed to providing a high level of personalized service to my clients. I have over 33 years of financial services and investment experience working closely with individuals and families, estates & trusts, corporations and charitable organizations.
CLIENT EXPERIENCE | As my client, you can expect:
•Comprehensive portfolio reviews tailored to you
•A transparent approach to fees
•Advice and solutions supported by a team of TD specialists focused on helping you achieving your goals
The boutique investment offering at TD Wealth Private Investment Counsel is a leading professional investment management firm managing over $29 Billion in assets (as of the end of June 2018). The offering is supported by the same high caliber investment methods and rigour used by TD Asset Management with its institutional clients such as pension funds and foundations.
*services provided in collaboration with TD specialists
Your Dedicated Relationship Manager | As your dedicated relationship manager, I will stay in tune with your needs and help ensure you're on track to achieve the future you envision for yourself. Through regular contact, I will routinely assess your investment portfolio and goals, ensuring you are introduced to the right specialists at the right time. I will be able to provide you access to specialists across TD Wealth and beyond, including: