Our Process
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.
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Client Discovery

We know that an individual's unique personality impacts the way they make financial and investing decisions so we employ a multi-dimensional client discovery process:

Leverage

We leverage industry Behavioural Finance knowledge to have deeper conversations about behavior and biases.

Employ

We employ a personality inventory questionnaire designed to help us understand true risk tolerance and biases to help quantify how clients truly behave, not how they believe they will behave. 

Open Conversations

We have open conversations about risk needed to meet a goal, their personal risk profile and their capacity to take on risk.

Develop

Together we develop a true understanding of client attitudes towards investment risk and volatility.

Knowledge

We use this knowledge in making our investment decisions.

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.
  • Estate and Trust Services
  • Private Banking
  • Wealth Advisory Services
  • Capital Market Services
  • Small Business Banking
  • Commercial Banking
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.
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My Service Commitments to you

As my client, you can expect:
  • Ongoing discovery
  • Timely Reporting
  • Comprehensive portfolio reviews tailored to you
  • A transparent approach to fees
  • A relationship manager supported by a team focused on helping you achieving your goals

Going beyond the financial picture

Building net worth

We know how important it is to build your wealth so you can enjoy life’s priorities and achieve your vision for the future. Working together we can develop innovative strategies to help grow your net worth by identifying which credit strategies and investment solutions match your current lifestyle and needs. Our team of professionals can work with you to develop an effective plan to help you make your vision a reality.

Implementing tax-efficient strategies

You've worked hard to accumulate your wealth and we want to help you to make the most of it. Working closely with you and your tax advisors, we'll create an integrated wealth strategy that will structure your investment portfolio to help reduce tax exposure and keep income available as and when you need it.

Protecting what matters

Life is filled with uncertainty and that's why we're committed to delivering advice and solutions to help protect the things you value at every life stage. Whether through comprehensive risk strategies or connecting you with a specialist in trusts, estates and other risk mitigation products, we've got the expertise to create a comprehensive plan that's right for you.

Leaving a legacy

You are the architect of your legacy and we can help you with the blueprint. We'll collaborate with you to identify your top priorities, from estate planning and trusts to gifting and philanthropy. Our goal? To help you optimize the transfer of your wealth.