With well over a decade of industry experience and commitment to professionalism, my clients benefit from a detailed advisory process and disciplined investment philosophy. My clients can also rely on experienced advice and customized wealth plans designed to meet their lifetime financial goals.
I began my career in financial services with a major Canadian Chartered Bank, progressing through roles in personal banking, account management, and financial planning. I then gained institutional experience as an analyst within the asset management division of a leading Canadian mutual fund company. Prior to joining TD Wealth, I was a senior manager with one of Canada’s oldest independent investment management firms. I earned a degree in Economics from McMaster University in 1993, and was awarded a second degree in Political Science from McMaster in 1994.
My commitment to professionalism is demonstrated through my service to clients, as well as my achievement in industry specific education. I have passed level one of the Chartered Financial Analyst (CFA) program, been awarded the Financial Management Advisor (FMA) designation, am a licensed life insurance advisor, and in 2006 was awarded the Fellow of the Canadian Securities Institute (FCSI) designation. The FCSI designation is awarded to industry professionals whose superior training and experience exemplify excellence. It is recognized as the highest honour in the Canadian financial services industry.
I believe that your investment portfolio is just a piece of your total wealth management picture. In fact, TD Wealth has determined that there are 11 critical wealth planning considerations to be addressed when developing a comprehensive wealth plan. By incorporating all these considerations I am able to work with my clients and their families in creating, preserving, and protecting their wealth over time.
Your Goals, Our Priorities
We'll help you identify your priorities and create a plan to address your specific needs. We can help with:
- Protecting your assets
- Maximizing your charitable giving
- Finding tax strategies and solutions
- Arranging your estate and trust planning
Transfer of Wealth
Will and Estate Planning
Polly – Moving forward with the right financial plan
When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.
Nick & Justina – Business owners teaming up with TD Wealth
As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.
Your unique goals
You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.