Meet The Team
Senior Portfolio Manager
Senior Investment Advisor
CFA
As a Senior Portfolio Manager, I have over 30 years understanding the unique needs of high net worth individuals and families. I can provide investment offerings that are supported by the high caliber and rigorous process that TD Asset Management uses with pension funds and foundations. I am committed to building a relationship with trust and confidence and can provide you with access to specialists across TD.
I am a Chartered Financial Analyst (CFA®) charterholder and am a member of the Institute of Chartered Financial Analysts, as well as the Vancouver Society of Financial Analysts.
I am a past member of the Board of Directors of Ronald McDonald House in Vancouver and actively involved in other interests in the community.
When I am not at work, I enjoy spending time with our two girls in their various activities. I also enjoy golf, skiing, travel and walks with our dogs.
Administrative Associate
BA
With over 20 years financial services and investment experience, I assist in providing comprehensive wealth management solutions to individuals and families, estates & trusts and charitable and business organizations. As a Administrative Associate with TD Wealth Private Investment Advice, I work alongside D'Arcy and Jeremy to provide clients with prompt, seamless service with the day to day management of their accounts.
I hold a Bachelor of Arts degree in Economics from Simon Fraser University and have completed the Canadian Securities Course.
Outside work, I enjoy spending time with my family, traveling and photography. My community involvement includes United Way, JDRF and Habitat for Humanity.
Administrative Associate
PFP®
Additional TD Specialists
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Business Succession Advisor
Business Succession Advisor
Your experienced Business Succession Advisor of the Wealth Advisory Services team will work with you and your team of external advisors, including lawyers, accountants and business brokers, to help you maximize your business' value, and create and implement a plan for the smooth transfer of your business down the road.
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.
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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.
