Meet The Team
Portfolio Manager
Senior Investment Advisor
BBA (Hons)
CIM®
FCSI®
As a Portfolio Manager & Senior Investment Advisor at TD Wealth Private Investment Advice in Mississauga, I have been providing financial advice to clients for over 15 years. I work with affluent individuals, business owners, and their families to build on-going tailored wealth management solutions. The foundation of my service is built on trust and communication. I am committed to providing exceptional service and passionate about building and protecting my clients wealth.
My investment process includes:
1) A comprehensive discovery and financial snapshot to gain a clear understanding of you.
2) Creating a tailored and comprehensive Wealth Plan and Investment Policy Statement to determine solutions.
3) Implementing the Wealth Plan and Investment Policy Statement designed to your personal risk tolerance and goals.
4) On-going management and review of your strategy to keep pace with changes in your life.
By working in collaboration with a team of specialists within TD Bank Group, we address the comprehensive scope of investment, wealth and retirement needs, including portfolio management, wealth protection, insurance solutions, estate planning and trust services and charitable giving strategies.
Currently, I hold the Chartered Investment Manager (CIM®) designation, Fellow of the Canadian Securities Institute (FSCI®) designation, as well as a Bachelor of Business Administration with Honours degree from Laurentian University. I am licensed to trade in stocks, ETF's, bonds, mutual funds, hedge funds, and money market securities. As well, I am a Life Insurance Advisor through TD Wealth Insurance Services.
English
Client Service Associate
Client Service Associate
Additional TD Specialists
High Net Worth Planner
High Net Worth Planner
Your High Net Worth Planner of the Wealth Advisory Services team will work with you and your other professional advisors, when appropriate, to develop comprehensive wealth strategies based on a number of wealth considerations. Among them: creating retirement income streams, estate planning, business and insurance considerations, transitioning your business, accessing sophisticated credit solutions, tax planning and philanthropic planning.
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Tax and Estate Planner
Tax and Estate Planner
The Tax and Estate Planner of the Wealth Advisory Services team applies expertise in estate, trust and tax planning to assist you in developing an estate plan that reflects your personal choices for the future, and the legacy you will leave behind. To help manage your responsibilities, we can work with other TD specialists and external subject matter experts to help identify issues and properly structure your estate in a tax effective manner.
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Estate Planning Advisor
Estate Planning Advisor
Your experienced Estate Planning Advisor of the Wealth Advisory Services team will work with you to help you determine the form of coverage for all of your financial and non-financial assets in case of unforeseen events. The strategic use of life, disability, living benefits and annuity products can also help you preserve your wealth, sustain your business and minimize tax obligations.
