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I believe money is the fuel that helps me steer clients to make sound financial decisions that allow them to use their wealth to help them achieve long-term financial goals. With my common sense approach I listen to clients, emphasizing that clarity and transparency will be the foundation of our working relationship.
Holding the Certified Financial Planner and Certified Investment Manager designations, I joined TD in 1989. I graduated with distinction 1982 – University of Toronto BA Philosophy.
Delivering a hands on service uniquely designed for our client's needs, I specialize in personalized financial plans, tax strategies and estate planning strategies, portfolio management and insurance strategies.
I am committed to community involvement and encourage women to be more involved in the financial industry. As a supporter of Big Sisters of BC Lower Mainland, I view this group as a tremendous resource to inspire and empower girls to reach their potential – both as individuals and citizens.
Toll Free: (888) 668-9966
Fax: (604) 482-8427
Branch Office: (604) 482-8400
Branch Fax: (604) 482-8427
University of Toronto, BA Philosophy
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.