Meet The Team
Investment Advisor
B.Comm. (Hons)
PFP®
As an 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.
Senior Portfolio Manager
Senior Investment Advisor
CIM®
As a Senior Portfolio Manager at TD Wealth Private Investment Advice, I look to provide investment strategies and informed advice for you and your family for generations to come. With a thorough understanding of your financial goals, I can offer comprehensive customized financial solutions, supported by the resources of one of Canada's largest and most respected financial institutions. Since I am also licensed as a Life Insurance Advisor with TD Wealth Insurance Services, I can also offer tailored wealth protection strategies to help you and your family achieve your financial goals.
As you know, “mass market” investment advice is not likely to reflect your unique goals and financial situation. I believe that developing a one-on-one relationship with you is the only way I can be sure of providing meaningful and effective guidance. My goal is to gain your loyalty and trust by providing custom-tailored advice that helps you to invest with confidence. I pride myself on delivering exceptional service and advice on income flow in retirement, tax minimization and the benefits of charitable giving. I am a graduate of York University, with a Bachelor of Science Degree and have been a proud employee of TD Bank Group since 2003.
Contact me today to learn more about the benefits of TD Wealth Private Investment Advice. You can be confident I share your goal of enhancing your financial success.
Senior Portfolio Manager
Senior Investment Advisor
Senior Portfolio Manager
Senior Investment Advisor
I have 15 years experience as an Investment Advisor. My designations include: CFP®, PFP® and I have completed the Canadian Securities Course. I am a graduate of the University of Toronto Honours BA in Economics and Political Science. My investment philosophy is based on a moderate approach that endeavors to provide steady returns and reduced volatility. My client base consists of primarily pre-retired and retired individuals. I build comprehensive plans that address each family situation, and the ongoing changes that happen through life. There are 11 considerations that my plan is built around. Together, we take a look at each consideration and determine if it can play a part in helping you to achieve your goals. Once we prioritize the main considerations, we begin placing what we believe to be the best solutions. The solutions will be based on your risk profile, tax efficiency, and the objective of protecting your capital. You will have access to TD Wealth Private Investment Advice research. There are specific departments we can contact to help with our solutions.