Meet The Team
Senior Portfolio Manager
Senior Investment Advisor
Senior Portfolio Manager
Senior Investment Advisor
As a Senior Investment Advisor, my mandate is to help you preserve and grow your wealth though tailored investment solutions. Dedication to exceptional client experiences and innovative financial strategies are the foundations of our business. I will deliver proactive and personal advice, working closely with you to make key decisions about your portfolio that are in line with your goals.
Portfolio Manager
Senior Investment Advisor
CIM®
CFP®
Dennis graduated from York University in 1988 and received his Certified Management of Accountant designation in 1993. He gained valuable experience as a Financial Analyst in the Transportation, Financial and Pulp and Paper industries.
As an Investment Advisor, Certified Management Accountant, Certified Financial Planner and Life Agent, Dennis’s knowledge and experience enables him to offer a wide range of distinctive, professional wealth management services. These services are designed for individuals, small business owners and their families. Dennis has an outstanding commitment to his clients and is continually upgrading his professional credentials to provide a superior level of service.
As a licensed Life Agent, he is qualified to provide tax-deferral and risk-management strategies through the use of life insurance.
Outside the office, Dennis is married to Helen and adores their three children Alicia, Lauren and Nolan. Dennis enjoys playing tennis, hockey, coaching soccer and movies. He is a strong supporter of The Canadian Diabetes Association and the Princess Margaret Hospital Foundation.
Client Service Associate
Client Service Associate
Joan joined TD Wealth Private Investment Advice in 2015 and has been a valuable member of the team since.
Joan brings over 20 years of Wealth experience and is dedicated to providing administrative support and client service excellence.
Joan graduated with a Master's Degree in Economics and a Bachelors Degree in Commerce from the University of Toronto
In her free time, Joan enjoys hiking, scuba diving, skiing and tango dancing.
Client Service Associate
Client Service Associate
