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Branch Manager
Working together to help you achieve what truly matters to you
700 West Georgia Street Suite 2000 Vancouver, BC V7Y 1A2Map
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 Vancouver.
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 North Vancouver with my wife Amy and our two sons.
Branch Office: (604) 482-8400
Branch Fax: (604) 482-8427
English
CICA In-Depth Tax Course, Saint Mary's University (B.Comm), Chartered Accountant, Certified International Wealth Manager
Previously served as Treasurer for Mic Mac Amateur Aquatic Club and Autism Nova Scotia.
Investment Strategies
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
You have questions, I have answers. Let's have a quick chat.