As an Investment Advisor at TD Wealth Private Investment Advice I offer comprehensive wealth management advice and solutions to individuals, small business and their families. I am committed to providing exceptional service to each of the families I work with. I strive to create personalized wealth and retirement strategies to build and protect my client’s financial futures.
The cornerstone of the business is a one-on-one relationship with each client, based on trust, communication and a detailed understanding of their needs. By working together with a team of specialists within TD Bank Group we address the full scope of investment, wealth and retirement needs. This includes but is not limited to wealth protection, insurance solutions, estate & tax planning, trust service and charitable giving.
Born and raised in Northwestern Ontario, I have 10 years of experience in the financial services industry including 8 years at TD Commercial Banking and 3 years working in Toronto on Bay Street. My industry experience also includes chairing the audit committee of a publically traded company listed on the TSX Venture Exchange and BVL in Peru, and advising a local publicly traded company listed on the TSX Venture Exchange. I graduated with advanced standing from Lakehead University in 2004 with an HB Comm. degree, majoring in finance. I hold the Chartered Financial Analyst designation, which Morningstar Canada columnist Gail Bebee described as "the gold-standard certification" for investment advice. *
I've been with the same wonderful woman for four years, married in July 2014 and we are the proud new parents of identical twin boys!
In my spare time, I enjoy, fishing, hunting and anything to do with mining.