I have had the pleasure of working for TD for the past 25 years. All of these years I have spent in Wealth Management and have enjoyed every minute of the journey. In 2010, I was the proud winner of a STAR* Award and thoroughly enjoyed a trip to Beverley Hills, California in the spring of 2011! Prior to joining TD Wealth Private Investment Advice, I worked in the Direct Investing Channel with my last role being Customer Service Manager. In 2005, I joined TD Wealth Private Investment Advice and have held various roles such as Regional Administration Manager, Assistant Branch Manager, Investment Advisor and Branch Manager.
As a TD Wealth Branch Manager, I lead a diverse and inclusive team of Investment Advisors and Portfolio Managers charged with seeking to exceed clients’ needs for asset accumulation, preservation and growth in Mississauga and Brampton . Our investment philosophy is based on understanding your goals, disciplined planning, insightful advice and effective risk management. This philosophy helps us manage risk and navigate an ever-changing investment landscape.
At TD Wealth Private Investment Advice and TD Wealth Private Investment Counsel, we want you to continue along the path of accumulating assets. And we believe we have the opportunities to help you in this quest. In fact, we have access to a leading-edge referral network that has the drive, incentive and commitment to channel qualified leads across the country. This commitment to sharing opportunities is engrained in our culture and allows you to work together with our extended Wealth team for the best possible client experience. If you are an elite, seasoned Investment Advisor or Portfolio Manager, contact me today to learn about the TD advantage.
*The TD Star Award honours employees who have delivered exceptional results and demonstrated Star qualities – Service, Teamwork, Achievement and Results throughout the year. In addition, recipients have met challenging criteria by proactively driving improvements to productivity and efficiency, contributing to the business and developing and implementing key business strategies.