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I have worked in the investment industry since 2002, after receiving a Master of Business Administration degree from the University of British Columbia. I spent the first eight years of my finance career on Bay Street in Toronto, gaining invaluable experience in the equity and fixed income markets. In January 2010, I transitioned my career from an institutional environment to working with high value clients in Edmonton. I use the expertise I developed from working on a trading floor environment and working with some of the best institutional portfolio managers in Canada to help my clients with all their financial needs.
My investment philosophy is to be conservative with an eye towards risk mitigation. If my clients are to able enjoy their wealth without having to think about their investment portfolio, then I have done my job right. I believe that it is more important to protect client assets in down markets than it is to chase higher returns in up markets, knowing that everyone makes money when the markets are rising. Protecting assets in falling markets is what I strive for. I accomplish this by using well diversified portfolios that contain asset classes which are uncorrelated to each other and by being active with my client asset allocations.
While investment management is certainly an important part of the service my team and I provide to clients, it is only one of the many things we do. When appropriate, we can engage TD specialists who can assist in Will & Estate Planning, cash flow planning, retirement planning, banking, and insurance planning.
Fax: (780) 448-8686
Branch Office: (780) 448-8971
Branch Fax: (780) 448-8686
University of British Columbia
Our approach to discovery is in-depth – we apply principles of behavioural finance to dig deeper and understand your wealth personality, your goals, your family, and your motivations – because your success can’t be understood with just a set of numbers.
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.