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BACKGROUND | I joined TD Wealth Private Investment Counsel as a Portfolio Manager in May 2017. Since 2006, I have held diversified positions across multiple wealth and asset management firms in Vancouver, bringing a unique perspective and set of experiences that shape my investment philosophy and discovery process today.
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.
FOUR PILLARS OF WEALTH MANAGEMENT | Once we have a complete understanding of your goals and objectives, we will work with you to build and implement a long-term strategy that focuses on your wealth management needs. During this process, we may have the opportunity to connect you with other TD Specialists who can provide professional advice in key areas that matter to you.
CLIENT EXPERIENCE | As a discretionary Portfolio Manager and Chartered Financial Analyst ® (CFA®) Charterholder, I uphold myself to the highest level of ethical standards as I have a duty to act in your best interest at all times. My relationships are built on trust and integrity, allowing me to focus on what truly matters to you.
As my client, you can expect:
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. I recently joined TD's Women in Leadership Committee and I am involved with ABC Life Literacy Canada: Money Matters Core Financial Literacy Program for adults.
INVESTMENT EXCELLENCE | 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.
Toll Free: 1(800) 807-0103
Fax: (250) 356-4181
Branch Office: (250) 405-5282
Simon Fraser University, BBA - Finance & Economics, CFA Institute - Chartered Financial Analyst
Women in Capital Markets - Co Chair Steering Committee, CFA Society Victoria, University of Simon Fraser Mentor, University of Victoria Mentor
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.
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