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Investment Advisor
Working together to help you achieve what truly matters to you
360 Albert Street 11th Floor Ottawa, ON K1R 7X7Map
As an Investment Advisor, I develop custom-tailored investment solutions to help meet my clients’ wealth goals and seek to provide them with long-term financial peace of mind.
I graduated with a Commerce degree in 1986 and a Law degree in 1989. I then worked as a tax lawyer with the Tax Court of Canada, Federal Department of Finance and Revenue Canada. My specialty was in tax law dealing with RRSPs, RRIFs and investment income.
I began my career as an Investment Advisor in 1996.
Always a believer in continuing education, I have earned the Certified Financial Planner (CFP) and Canadian Investment Manager (CIM) designations. I am also a Fellow of the CSI and am licensed to provide life insurance solutions for my clients.
Away from the office I enjoy skiing and camping with my wife Diane and our two children, Caroline and Alexandre.
If you are interested in an investment relationship, please contact me or have your TD Canada Trust representative arrange a meeting. Together we can work to meet all of your investment goals.
Toll Free: (866) 347-8257
Fax: (613) 783-4075
Branch Office: (613) 783-6197
Branch Fax: (613) 783-4075
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.
Investment Strategies
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
You have questions, I have answers. Let's have a quick chat.