As a TD Wealth Branch Manager, I lead a diverse and inclusive team of Investment Advisors and Portfolio Managers charged with seeking to exceed clients’ needs for asset accumulation, preservation and growth in Nova Scotia and Newfoundland.
Our investment philosophy is based on understanding goals, disciplined planning, insightful advice and effective risk management. This philosophy helps us manage risk and navigate an ever-changing investment landscape.
Prior to my role as Branch Manager, I led the Private Banking, Private Trust, Wealth Insurance Services and Wealth Advisory Services for TD Wealth in Atlantic Canada.
Prior to joining TD, I was with Grant Thornton Chartered Accountants in Halifax.
I live in Fall River with my wife Amy and our two sons.