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BACKGROUND | I began my career in the financial services industry in 2006. Since then, I have progressed my experience through diversified positions across various financial, wealth and asset management firms, bringing a unique perspective and set of experiences as a Portfolio Manager with TD Wealth Private Investment Counsel.
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:
The boutique investment offering at TD Wealth Private Investment Counsel is a leading professional investment management firm managing over $28.4 Billion in assets (as of the end of March 2018). 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.
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.
KNOWLEDGE | As a Vancouver native, I hold a Bachelor of Business Administration Degree in Finance and Economics from Simon Fraser University. I am a Chartered Financial Analyst ® (CFA ®) Charterholder, hold the Chartered Investment Manager (CIM ®) designation and I am a Life Insurance Advisor through TD Wealth Insurance Services.
INTERESTS | I am currently a member of the CFA Society Victoria and I am actively involved with Women in Capital Markets to promote financial awareness and literacy to young women and students, while advocating for diversity and equality in the workplace. During my spare-time I enjoy world travel with my husband, cooking and exploring the beautiful outdoors of the West Coast of British Columbia.
Toll Free: 1(800) 807-0103
Fax: (250) 356-4181
Branch Office: (250) 405-5282
Bachelor of Business Administration
Women in Capital Markets - Co Chair Steering Committee, CFA Society Victoria
Our approach to discovery is in-depth – we apply principles of behavioural finance to dig deeper and understand your wealth personality, your goals, your family, and your motivations – because your success can’t be understood with just a set of numbers.
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.