Senior Portfolio Manager
CFA®
I have been employed with TD Wealth Private Investment Counsel 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.
In my free time, I enjoy spending time with my family, and staying active. I enjoy training jiu-jitsu, skiing and biking, and hiking with my dog in Alberta's mountains. I am a member of the Canadian Ski Instructors Alliance, the Canadian Ski Coaches Federation, and currently serve as volunteer Treasurer on the Board of Directors of the Nakiska Alpine Ski Association.
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
CFP®
FCSI®
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.