Meet The Team
Portfolio Manager
Senior Investment Advisor
FCSI®
CFP®
CIM®
George began his career in the financial services industry in 2000 and has built a thriving Ottawa-based practice. He specializes in providing dedicated support and bespoke solutions for the complex needs of affluent individuals and families. As a Portfolio Manager and Senior Investment Advisor, George leverages his experience to ensure that his clients have the tools, advice and confidence they need in order to help them reach their goals.
George holds the CFP®, CIM® and FCSI® designations.
Bytown Wealth Management is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.
English
Carleton University - Bachelor of Arts, Economics with a Minor in Business
Associate Investment Advisor
Associate Investment Advisor
As an Associate Investment Advisor, Brad works with affluent individuals and families to deliver custom wealth management plans. Brad started in capital markets in 1997 and has since specialized in working with high-net-worth families. Brad focuses on understanding our clients’ financial needs and building customized plans that address unique needs related to investments, retirement planning, estate planning strategies and alternative investment solutions.
Brad holds the PFP® designation and is licensed to advise and trade options.
Associate Investment Advisor
CFP®
Charles has been in the financial services industry since 2007 and joined TD Wealth Private Investment Advice in 2015. He has extensive capital markets experience and works closely with our high-net-worth clients to understand their big picture. As a holder of the Certified Financial Planner designation, Charles supports our clients with all their planning and long-term strategy needs, developing customized financial plans that address retirement planning, education planning and investment solutions.
Charles holds the CFP® designation and is licensed to advise and trade options.
Client Service Associate
Client Service Associate
Jake started at TD Wealth in 2019 and joined Bytown Wealth Management in 2021. He focuses on ensuring operational efficiency and assisting our team in providing a seamless client experience. Jake is continually advancing his knowledge through industry training and professional development courses that enable him to provide support and expertise to our clients by answering questions and providing context.
Jake holds a Bachelor of Business degree in Finance and Economics from St. Francis Xavier University.
Senior Investment Advisor
CFP®
CIM®
LL.B.
David began his career as an Investment Advisor in 1996. He specializes in developing custom-tailored investment solutions to help meet his clients’ wealth goals and provide them with long-term financial confidence. He graduated with a Commerce degree in 1986 and a Law degree in 1989. He then worked as a tax lawyer with the Tax Court of Canada, federal Department of Finance and Revenue Canada. His area of specialty was tax laws dealing with RSP’s, RIF’s and investment income.
David holds the CFP® and CIM® designations and is a Fellow of the Canadian Securities Institute (FCSI®).
