I have been with TD Wealth Private Investment Advice since 2004, and I have over 20 years of experience in the financial services industry. I hold the Chartered Investment Manager designation and am currently a Senior Portfolio Manager and Senior Investment Advisor. I attended Simon Fraser University where I graduated with a degree in Economics. My breadth of experience includes various senior management roles at the branch and regional level.
I believe that investment advice is just one component of the overall wealth management relationship with you. I take a disciplined approached to understanding your needs and objectives. My goal is to build a relationship with you based on trust, accountability and transparency.
My wife Karla, daughter Sylvia and I enjoy living in downtown Vancouver and all that the city has to offer. Away from the business, I enjoy biking, living music and spending time with family and friends. I also like to find unique ways to contribute to my community. Some recent projects include fund raising for the Greater Vancouver Foodbank and volunteering in the Downtown Eastside serving meals to those in need.
Banking and Credit Management
Protecting Your Assets
Passing on Your Wealth
Business Succession Planning
Planning for Major Purchases