Meet The Team

Senior Portfolio Manager & Senior Investment Advisor

CFA®

As a Senior Portfolio Manager with TD Wealth Private Investment Advice I am focused on understanding the full scope of my client wealth needs and tailoring advice to each individual.

I am licensed in Ontario, BC, Saskatchewan, Quebec, and PEI and I hold a Bachelor of Arts (University of Western Ontario), an Honours Bachelor of Commerce (University of Windsor), and I am a CFA® charterholder.

I have been happily married to my wife, Sharon, for over 25 years. I also have two boys. I am an avid downhill skier and enjoy playing electric guitar.

English

Administrative Associate

Andrew gained a thorough knowledge of investment tax policy & regulations pertaining to CRA and IRS reporting on securities in his previous role as a Tax Officer with  Tax & Government Reporting division at TD Wealth. Prior to this, he was a Financial Advisor with TD Canada Trust where he was responsible for banking, investment and credit needs. Andrew is currently working towards completing the Canadian Securities Course. He holds a Bachelor of Education degree as well as a Bachelor of Arts degree with a double major in Political Science and Economics, both from the University of Windsor.

Associate Investment Advisor

CFP®

CIM®