Since 1996, I have been providing investment advice to high net worth families to help them preserve and grow their wealth. I take the time to discover what truly matters to our clients and create customized wealth solutions to help them achieve their goals.
As a dedicated relationship manager, I help our clients realize their vision of success by utilizing our core team of TD specialists with experience in everything from investment advice, estate and trust planning, to business succession, tax planning and charitable giving.
I hold a BA (Honours) Economics degree from Queen's University. I am a Vice-President Investment Advisor and Certified Retirement Specialist with TD Wealth Private Investment Advice. I am also a Life Insurance Advisor through TD Wealth Insurance Services.
I live in Markham with my wife and three children. In my time away from the office I enjoy cycling, fitness, golf and volunteering in the community.
2019 Tax information
Personal Tax Rates - 01/27/2020
Major Canadian Tax Deadlines and Dates - 01/27/2020
Toll Free: (877) 974-1924
Fax: (905) 474-3783
Branch Office: (905) 474-5818
Branch Fax: (905) 474-3783
At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you. You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers. It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.
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