Meet The Team
Senior Portfolio Manager
FCSI®
CIM®
CFA
Astute Wealth Counsel with Passion and Integrity
As a team of highly-experienced and accredited Portfolio Managers, we serve a select group of high net worth clients, overseeing their family wealth and legacy planning with professional, quality and trustworthy advice they can fully understand.Understanding that TRUST is a process, we begin to build it from our first meeting. We follow up to summarize what we’ve discussed and then build confidence over time by being consistent, giving insightful advice, demonstrating knowledge based on long experience, collaborating with the right TD specialists, investing our time generously, and communicating openly.
We strive to:
-
Be Stewards of Your Family's Wealth
-
Provide professional, quality and trustworthy advice in a manner that you can fully understand
-
Build strong relationships
-
Place your family as our top priority
-
Oversee your family's wealth and legacy planning
-
Aim to be transparent, honest and open regarding our process, day-to-day services, fees, and all facets of your account.
-
Create your personal Investment Policy Statement (IPS) and manage your portfolio within guidelines determined together to help meet your goals and objectives
-
Issue statements that clearly show your returns and costs (Full online viewing access)
-
Provide objective advice based only on what’s right for you and does not depend on any product trailer fees or commission
Bridging Multiple Wealth Needs
We are committed to finding solutions for you beyond investment management and can connect you with TD specialists who have background in law and/or accounting to provide their expertise in the areas of Will & Estate Planning, strategic tax solutions, insurance planning and Business Succession. In addition, we can leverage our broad network across TD Bank Group and connect clients with the relevant specialists at Private Banking, Commercial Banking, personal and business mortgages and retail banking.Owners and operators of family businesses can take advantage of the expertise of Business Succession Advisors at TD Wealth, who can deliver valuable advice regarding the transition of a business
Learn what it’s like to work with us - Ask us for references
Advantages of working with TD Wealth Private Investment Counsel
We can offer affluent investors an elevated wealth experience by utilizing the Four-Pillar approach to Wealth Management at TD Wealth:- Build Your Net Worth
- Implement Tax-efficient Strategies
- Protect what matters using insurance structures
- Leave a Legacy using proper planning
English
Mandarin
Vietnamese
Hindi
Urdu
Portfolio Manager
CIM®
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.
Associate Portfolio Manager
CFP®
CIM®
FCSI®
Financial markets can be complex and managing your own portfolio takes a great deal of time and effort. That's why a growing number of personal and non-personal investors are delegating the day-to-day investment management to professional managers who look after their daily interests and make decisions for them - without consulting them every time, and report regularly on portfolio performance. This approach is called discretionary management and it features a number of advantages including a disciplined investment process, risk controls, very attractive fee structure and tailored customer service.
Client Relationship Associate
Client Relationship Associate
Private Client Service Associate
Private Client Service Associate
Additional TD Specialists
.jpg)
Tax and Estate Planner
Tax and Estate Planner
The Tax and Estate Planner of the Wealth Advisory Services team applies expertise in estate, trust and tax planning to assist you in developing an estate plan that reflects your personal choices for the future, and the legacy you will leave behind. To help manage your responsibilities, we can work with other TD specialists and external subject matter experts to help identify issues and properly structure your estate in a tax effective manner.
Business Succession Advisor
Business Succession Advisor
Your experienced Business Succession Advisor of the Wealth Advisory Services team will work with you and your team of external advisors, including lawyers, accountants and business brokers, to help you maximize your business' value, and create and implement a plan for the smooth transfer of your business down the road.
High Net Worth Planner
High Net Worth Planner
Your High Net Worth Planner of the Wealth Advisory Services team will work with you and your other professional advisors, when appropriate, to develop comprehensive wealth strategies based on a number of wealth considerations. Among them: creating retirement income streams, estate planning, business and insurance considerations, transitioning your business, accessing sophisticated credit solutions, tax planning and philanthropic planning.