Meet The Team
Senior Investment Advisor
CFA®
PFP®
I have been advising families for over 20 years. I am a Chartered Financial Analyst® (CFA®) charterholder and hold the Professional Financial Planning (PFP®) designation.
Prior, I advised corporations, working as an Investment Banker for eight years, on Wall and Bay Street with JP Morgan and Merrill Lynch.
Originally from Montreal, I completed a Bachelor degree in electrical engineering from the University of Waterloo and an MBA from Columbia University in New York.
Outside of work, I love spending time with my wife and two children.
Client Relationship Associate
Client Relationship Associate
As a Client Relationship Associate, I provide dedicated business and relationship management support to the Investment Advisors (IAs) on my team to help them meet their goal of delivering exceptional experiences to our clients. In my role, I assist my IAs in developing plans that are tailored to our clients' unique needs through our disciplined discovery approach. I also participate in client meetings and own the social media strategy for our team and the coordination of educational seminars and client events.
Client Service Associate
Client Service Associate
As a Client Service Associate, I provide dedicated administrative and specialized support to you, our client, as well as the rest of the team. In my role, I act as the primary contact with regard to account administration and day to day client inquiries or issues. I am committed to delivering legendary client experiences with courtesy, discretion and professionalism.
Additional TD Specialists
Estate Planning Advisor
Estate Planning Advisor
Your experienced Estate Planning Advisor of the Wealth Advisory Services team will work with you to help you determine the form of coverage for all of your financial and non-financial assets in case of unforeseen events. The strategic use of life, disability, living benefits and annuity products can also help you preserve your wealth, sustain your business and minimize tax obligations.
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High Net Worth Planner
High Net Worth Planner
Your High Net Worth Planner of the Wealth Advisory Services team will work with you and your other professional advisors, when appropriate, to develop comprehensive wealth strategies based on a number of wealth considerations. Among them: creating retirement income streams, estate planning, business and insurance considerations, transitioning your business, accessing sophisticated credit solutions, tax planning and philanthropic planning.
