Prior pursuing my passion in wealth management, I was a business owner of a bakery facility and a tea house in Richmond where I managed and improved front-line client experience and corporate finance. Thereafter, I joined TD in 2010 and was recognized as one of the top Mutual Fund Investment Representatives in 2012. I was quickly promoted to a managerial role where I managed one of the top TD Canada Trust branches in Vancouver. In 2013, my branch was recognized as one of the Top 5 branches in B.C..
"My Passion is to help you achieve what truly matters to you"
I hold a Chartered Financial Analyst® (CFA®) designation and is a member of the CFA® Institute and CFA® Vancouver Society . Having the CFA® designation means I, as your Portfolio Manager, can speak the same language as our analysts – it gives me a great understanding of the industry, the markets, and specifically how they affect you as an affluent investor.
I believe that many successful business owners are looking for a higher level of service and dedication from their portfolio manager.
I also know from experience that there’s no such thing as a cookie-cutter approach to meeting the needs of a client like you, and I am not a mind reader — which is why I spend a lot of time on the discovery process so I can learn what’s most important to you, right now. I see my role as not only managing your investments but as “How do I help you through other life events?” – that means helping you access whatever resources you need, when you need them.
With the help of TD Specialists we can offer you the following services:
I use a unique discovery process
that helps you identify and describe your priorities and wealth personality
, which in turn helps me to understand your family and financial situation. This process provides key insights to help me assemble a team of TD specialists to help support your needs.
Through our discovery process I'll connect you to the right specialists at the right time and will build a team of specialists around you to help achieve your vision of success.
Life throws us curve balls sometimes. Markets move in unexpected directions. My job is to stay on top of all of those events and use what we know to adapt your portfolio when it’s needed. As your Portfolio Manager, I have 24/7 access to global analysis and risk management updates from the Portfolio Advice & Investment Research
(PAIR) and TD Asset Management
teams.TD Asset Management
fosters a strong Risk Management culture, which underpins personal accountability and the integrity of the investment management process, product management and delivery.
As my client, you can expect:Shall we begin?