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 obtained the Chartered Professional Accountant (CPA, CA) designation in 1991 and the Chartered Financial Analyst® designation 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. Currently I am a member of the CFA® Institute, the Chartered Professional Accountants of Ontario, as well as the CFA Society Toronto.