Meet The Team

Senior Investment Advisor

BA

CIM®

CIWM

As an Investment Advisor for over 30 years, my objective has always been to provide comprehensive wealth management solutions for individuals, families and small business owners.  We work with you to make the most of investment opportunities to help build your wealth and achieve your future goals.  We believe in a straight forward process that defines your objectives and unique circumstances in order to implement a customized financial plan for the long term.   

My team includes Annette Pennings, David Rowney and Angela Oniszeczko, who have handled our service and administration for many years. We also work in collaboration with TD specialists who specialize in wealth protection and insurance solutions, estate planning and trust services and charitable giving strategies.

At TD Wealth Private Investment Advice, we believe that each client’s needs are truly unique. Our goal is to offer you the relevant, customized wealth advice you deserve - and we can do that only by fully understanding you. That's why we take a unique approach to understanding you, your family and your values.

We help people define and achieve their financial vision.

Please call or email me today to see how we can work together to build a plan for your financial future.

English

Proud sponsor of the Tom Thomson Art Gallery, the Meaford Hall Arts & Cultural Centre, and the Wiarton Rotary Club. Active volunteer for Owen Sound Aquatic Club and TD Tree Days.

Wilfrid Laurier University

Investment Advisor

CFP®

FCSI®

CIM®

As an Investment Advisor, my mandate is to help you preserve and grow your wealth through tailored investment solutions. Dedication to exceptional client experiences and innovative financial strategies are the foundations of our business. I will deliver proactive and personal advice, working closely with you to make key decisions about your portfolio that are in line with your goals.