Management Team
As a TD Wealth Branch Manager, my mandate is to help you preserve and grow your wealth through our tailored investment solutions. 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 at Victoria, Nanaimo, Comox and Qualicum. Our investment philosophy is based on understanding your goals, disciplined planning, insightful advice and effective risk management. This philosophy helps us manage risk and navigate an ever changing investment landscape.
As a TD Wealth Assistant 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 at Victoria. Our investment philosophy is based on understanding your goals, disciplined planning, insightful advice and effective risk management. This philosophy helps us manage risk and navigate an ever changing investment landscape.
As a Manager, Client Services, I lead a team of Client Service Associates at the Victoria, Nanaimo, Comox and Qualicum. My goal is to seek to promote and maintain an exceptional employee and client experience, oversee branch operations as well as support the business goals of our team.
As a Manager, Client Service, I lead a team of Client Service Associates at the Victoria, Nanaimo, Comox and Qualicum. My goal is to seek to promote and maintain an exceptional employee and client experience, oversee branch operations as well as support the business goals of our team.