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As a portfolio manager with TD Wealth Private Investment Counsel, I have focused on meeting the needs of high net worth clients and their families for over 19 years.
I manage investments for my clients who range from individual and families to privately held corporations and charitable organizations in a disciplined, comprehensive and highly personalized process. I leverage the expertise of a highly skilled team of wealth professionals within TD Wealth. I have a sound working knowledge of financial planning and taxation that come from years of counseling using an integrated approach to wealth management.
I have over 25 years working in various facets of the investment and financial industry. I became a Chartered Accountant in 1991 and a Chartered Financial Analyst in 1996. In 2005 I achieved the designation of Certified Financial Planner. I graduated from University of Western Ontario with a Bachelor of Arts in Finance and Economics in 1988. Current I am a member of the CFA Institute and the of the Chartered Professional Accountants of Ontario as well as the Toronto Chartered Financial Analysts Society.
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Getting to know what truly matters to you is our top priority. Applying principles of behavioural finance allows me to dig deeper and understand your personality, your goals, your family, and your motivations.
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.