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Senior Portfolio Manager
Tailored solutions in tune with your needs and the needs of those you care about
With over 25 years of financial services and investment experience, I 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 Investment Counsel, I provide a high level of personalized service for my clients. I work with a talented group of specialists and have access to their expertise and the resources of these TD specialists. My role is to create a fully integrated and comprehensive plan for my clients, by having the appropriate specialists brought in when required, to apply their knowledge to a particular situation. This can range from tax, financial and estate planning including credit and insurance needs, philanthropy, and business succession. I believe that this relationship 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. In collaboration with TD specialists, our team can help address virtually any trust, banking or investment matter that a client might bring before us.
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 completed the Canadian Securities, Canadian Options and Futures courses, along with Trust Course for Portfolio Managers, Certificate in Retirement Strategy and am a Life Insurance Advisor through TD Wealth Insurance Services. I am a member of the Winnipeg Society of Financial Analysts and The Estate Planning Counsel. I have recently retired from working with the Royal Winnipeg Rifles and the Queen's Own Cameron Highlanders of Canada, two Reserve Infantry units in Winnipeg.
THE FIRM - TD Wealth Private Investment Counsel is a leading professional investment management firm managing over $32.6 Billion in assets (as of the end of December 2019). The offering is supported by the same high calibre investment methods and rigour used by TD Asset Management with its institutional clients such as pension funds and foundations.
CLIENT EXPERIENCE - As a discretionary-licensed Portfolio Manager, I uphold myself to the highest ethical standards in the industry to ensure my clients' interests are first and foremost. As my client, you can expect:
DISCOVERY - Within TD Wealth Private Investment Counsel, I am committed to delivering an exceptional client experience that begins with a comprehensive discovery to understand and uncover your unique needs, circumstances and long-term objectives. By taking you through our distinct discovery process, which utilizes principles of, behavioural finance theory we uncover the values behind your goals, identify your wealth priorities and create a wealth strategy that's as unique as you are
*services provided in collaboration with TD specialists
Branch Office: (204) 988-2626
Certified Financial Planner, Chartered Financial Analyst, Certified Retirement Specialist, B.A. (Economics and Commerce) from The Royal Military College of Canada
Winnipeg Society of Financial Analysts, The Estate Planning Council of Winnipeg
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.
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
Banking & Credit Management
Effective banking and credit management helps to organize your day-to-day financial needs in a way that may save you time and money.
Retirement planning is an ongoing process that helps you prepare for the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
Protecting your assets
Asset protection is an ongoing part of a comprehensive financial plan that helps to protect what you’ve worked hard to build.
Tax management involves arranging your financial affairs in a way that may reduce your overall tax burden by identifying opportunities to utilize available tax incentives.
Passing on your Wealth
An Estate plan, along with an up-to-date Will, helps you to provide for the family members, friends and charitable organizations that you want to benefit from your estate and sees to it that your wishes are carried out as you intended.
Planning for the cost of education is a process that can help provide your children and grandchildren with the opportunity to pursue the education and training they need to start their own careers and businesses.
Business Succession Planning
Business succession planning is the process of understanding your personal and business goals and preparing your business for the future transfer of ownership and management to your chosen successor.
Planning for Major Purchases
Planning for major purchases may help you accumulate those items you want now and in the future with the least potential cost of borrowing.
A charitable giving plan identifies the most effective way to share your wealth with your chosen charities. By selecting the right method of contribution you may maximize the amount of money the charity will receive from you.
You have questions, I have answers. Let's have a quick chat.
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