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With over 20 years of financial services and investment experience, I strive to provide personalized investment solutions, incorporating a life planning approach for families, businesses, estates & trusts, and charitable organizations that will help them achieve their goals over their entire lifetime.
As a Portfolio Manager with TD Wealth Private Group, I provide a high level of personalized service for my clients. I work with a talented group of specialists and have complete access to their expertise and the resources of our TD Wealth and TD Bank Group teams. My role is to create a fully integrated and comprehensive plan for my clients, by having the appropriate experts brought in 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. This partnership is crucial to my client's evolving needs from the accumulation of wealth to the preservation and transitioning of their wealth through every stage of their life.
I am a graduate of the Royal Military College of Canada with a Bachelor of Arts degree in Economics and Commerce and hold the Certified Financial Planning and Chartered Financial Analyst designations. I have also completed the Canadian Securities, Canadian Options and Futures courses, along with Trust Course for Portfolio Managers, Life Insurance Course, and the Certificate in Retirement Strategy. I am a member of the Winnipeg Society of Financial Analysts. Outside of work, I am a Captain with the Royal Winnipeg Rifles and the Queen's Own Cameron Highlanders of Canada, two Reserve Infantry units in Winnipeg, where I am the Officer Commanding Headquarters Company. I have a spouse who is a teacher and a 18 year old son.
Branch Office: (204) 988-2626
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.