Money Talk
Cut out the noise.
Hear what matters.
Watch our top story now
MAP
LIST
Senior Portfolio Manager
Working together to help you achieve what truly matters to you
1070 Douglas Street Suite 600 Victoria, BC V8W 2C4Map
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!
Toll Free: (800) 807-0103
Branch Office: (250) 405-5282
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.
Investment Strategies
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
You have questions, I have answers. Let's have a quick chat.