Management Team
At TD Wealth, we believe that each client’s needs are truly unique. Our goal is to offer you the relevant, customized wealth advice you deserve - and we can do that only by fully understanding you. That’s why we take the time to understand you, your family and your values. Whether your needs are straightforward or complex, we’re dedicated to delivering tailored, comprehensive, wealth management strategies that are rooted in your goals. We will stay in tune with your needs and help ensure you’re on track to achieve the future you envision for yourself.
As the Assistant Branch Manager of the Pinnacle Branch, I lead a diverse and inclusive team of Investment Advisors and Portfolio Managers who seek to exceed clients’ needs for asset accumulation, preservation and growth. Our investment philosophy is based on understanding your goals, disciplined planning, insightful advice and effective risk management. This philosophy helps us manage risk and navigate an ever-changing investment landscape.
I have had the pleasure of working for TD Wealth for over 20 years. Prior to becoming the Assistant Branch Manager, I held the role of Manager of Client Service from 2003 until 2020.
At TD Wealth Private Investment Advice, we believe in helping clients continue to grow and preserve their wealth. As a TD Wealth Assistant Branch Manager, I support and help lead a diverse and inclusive team of Investment Advisors and Portfolio Managers dedicated to seeking to exceed clients’ needs for asset accumulation, preservation, and growth.
As an Investment Advisor, my mandate is to help you preserve and grow your wealth through 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.