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Senior Investment Advisor
Committed to understanding your needs and helping you achieve your vision of success
700 West Georgia Street Suite 1000 - 1101 Vancouver, BC V7Y 1A2Map
I joined TD Wealth Private Investment Advice in 1999 and I have over 30 years of financial service industry experience. I hold the Certified Financial Planner (CFP) designation and am currently a Vice President, Investment Advisor. I attended the University of British Columbia where I majored in History.
When I work with you my goals are for us to build a long-term relationship and to create a personalized wealth management plan, which helps maximize all your potential goals and objectives. I aim to build a relationship that is interactive and moves with you should your goals and objectives change over time.
I grew up in Vancouver and now live in Delta with my wife Wendy. I am actively involved in the local soccer community and volunteer with youth sports and the Greater Food Bank Society. I also enjoy an active lifestyle which includes skiing, golf and biking.
Branch Office: (604) 482-8400
Branch Fax: (604) 482-8427
English
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.
Investment Strategies
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
You have questions, I have answers. Let's have a quick chat.