Portfolio Manager & Investment Advisor
CFA
I have been employed with TD Wealth Private Investment Advice since 2006, and joined our Calgary office in early 2010. Before joining TD Wealth, I was a Trading Analyst with Russell Investments Canada.
Prior to beginning my professional career, I attended the Stockholm School of Economics in Stockholm, Sweden, where I earned a Master's degree (major in finance). I hold a Bachelor's degree (major in economics) from Glendon College, York University, in Toronto. As a CFA charterholder, I am a member of CFA Institute and the Calgary CFA Society. I am also a member of Advocis, the Financial Advisors Association of Canada.
Fundamentally, my approach to wealth management is straight-forward: I favour the simple over the complex; a lower-risk approach over a more volatile one. I hope to provide you with the freedom and confidence that comes with experienced, personal, and professional investment management. I look forward to the opportunity to work with you and your family.
Senior Portfolio Manager
Senior Portfolio Manager
I am a seasoned professional with greater than 25 years of investment experience. I joined TD Wealth in 2008. My primary role is to provide investment counsel to my clients--specifically to develop and implement investment strategies tailored to meet their individual needs.
My career has been built on years of experience providing investment planning to high net worth clients. I began my career with a major chartered bank and then moved to a medical investment firm as a Senior Financial Consultant. I love helping my clients succeed and achieve the lifestyle they have worked very hard for. You can expect a high level of service, advice and commitment from me.
I have lived in Calgary most of my life. I am a graduate of the University of Calgary with a Bachelor of Science degree. I also hold the following industry designations: Canadian Investment Manager (CIM), Fellow of the Canadian Securities Institute (FCSI) and Certified Financial Planner (CFP).
In my spare time, I enjoy travelling, reading mysteries and watching British TV programs. I like going to concerts and trying new Calgary restaurants.
My clients giving me the responsibility to manage their hard-earned savings is a privilege. As a steward of your assets, I will strive to find the best solution that fits your needs and helps you stay on track to meet your goals.