With 34 years of financial services and investment experience, my focus is to provide customized and comprehensive wealth solutions to individuals, families, estates & trusts, and charitable and business organizations.
As a member of TD Wealth Private Client Group, I work with a talented group of partners with 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 ensuring that the appropriate experts are 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.
As a past TD Wealth Merit Milestone Achievement Award Winner, I have been recognized nationally for exceptional achievement in enhancing the client experience and demonstrating the Merit qualities of Motivation, Excellence, Results, Integrity and Teamwork. I am devoted to providing my clients with the highest degree of professional service and advice.
In addition to my Bachelor of Commerce degree, I hold Fellowships in both the Canadian Securities Institute and Canadian Banking Institute.
Personally, I enjoy playing duplicate bridge, travel, and golf when not participating in the football activities of my four sons.