Senior Investment Advisor
CFA®
CIM
CFP®
With 16 years of financial services and investment experience, I am actively focused on providing comprehensive wealth management solutions to individuals and families, estates &trusts, and charitable and business organizations. As a Senior Portfolio Manager with TD Wealth Private Client Group, I provide a high level of personalized service for my clients. As a member of TD Wealth Private Client Group, I work with a talented group of partners 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 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. I hold designations including a Bachelor of Business Administration degree from the University of Regina, the Chartered Financial Analyst (CFA), the Certified Financial Planner (CFP) and the Canadian Investment Manager (CIM) designations. Outside work, I'm involved with the CFA Society of Victoria, as well as a member of the CFA Institute, and World Wildlife Fund. Most importantly I enjoy spending time outdoors with my wife, son and two dogs. The west coast of Canada is truly a spectacular place to live and enjoy!
Senior Portfolio Manager
CFA®
MBA
I am a Senior Portfolio Manager with TD Wealth Private Investment Counsel (TDW PIC) and recently moved to Victoria from Toronto.
As a Portfolio Manager, I understand the unique needs of High-Net-Worth individuals and families. I can provide investment offerings that are supported by the high caliber and rigour that TD Asset Management Inc. uses with pension funds and foundations. I am committed to building a relationship with trust and confidence and can provide you with access to specialists across TD.
Prior to joining The Moore Falconer Group at TDW PIC, I was the Senior Manager, Channel Strategy for the TDW PIC business for 5 years, and the Supervising Portfolio Manager for TDW PIC for the past 3 years. I bring over 25 years of experience in the wealth management industry in Canada and internationally.
I hold an Honours Bachelor of Science in Physics from the University of Waterloo, and a Master of Business Administration from Georgetown University, and I have been a CFA charter holder since 1997.
My wife, Anne-Sophie, joins me in Victoria (as a sculptor, her workplace is mobile!). Our older daughter, Emilie, calls Stockholm, Sweden home, and our younger daughter, Alix, is a 2022 graduate from the University of Waterloo.
Outside the office, I'm an avid rugby fan (no longer, sadly, a player) and Anne-Sophie and I haunt art galleries or take advantage of the hiking trails.
The Moore Falconer Group is part of TD Wealth Private Investment Counsel, who represents the products and services of TD Waterhouse Private Investment Counsel Inc., a subsidiary of The Toronto-Dominion Bank.
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