With 25+ 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 Portfolio Manager with TD Wealth Private Investment Counsel, I provide a high level of personalized service for my clients.
As a member of TD Wealth, I work with a talented group of colleagues and have complete access to their expertise and the resources of the various 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 specialists are brought in when required, to apply their expertise to a particular situation. This can range from investment management, to estate planning, and to credit and insurance needs. This collaboration 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 the Chartered Financial Analyst designation and I am a member in good standing of the Chartered Financial Analyst Institute and the CFA Society in Ottawa. I hold three industry designations: Certified Financial Planner (CFP®), Canadian Investment Manager (CIM) and Fellow of the Canadian Securities Institute. I have completed the Canadian Securities Course and I am a licensed Portfolio Manager in both Ontario and Quebec.
Outside work, I enjoy spending time with my wonderful family. I have fun pretending to be a farmer on a family farm that has been in my family for generations. My Community involvement includes the United Way, the Terry Fox run, The Royal Ottawa and I was a volunteer for the Ottawa Hospital Finance and Audit Committee.