Meet The Team
Associates
Senior Investment Advisor
Senior Portfolio Manager
B. Comm.
F.Pl.
CIM®
At the heart of what I do is a remarkable purpose to create investment plans that help clients avoid the many pitfalls of investing and make smart decisions with their money.
My approach follows a simple process.
I get to know my clients and their families which constitute high net worth business owners, professionals, corporations, trusts and estates. Knowing my clients well allows me to better understand their Financial and Retirement goals and build a plan to achieve them. Because these goals change over time we review their situation at least once a year.
I then develop Investment Policies and Financial Plans that are tailor made to the client. Following these policies and plans I build and manage diversified investment portfolios using a disciplined investment strategy.
I work with TD specialists and tax and legal advisors to help my clients organize the important financial planning areas of their lives.
What makes me different?
- My attention to detail
- My service level and follow-up
- My depth of knowledge from 20 years experience in the fields of investing and retirement planning
- My expertise in helping deal with complex strategies in tax and estates
- Most of all, I take the time to explain things and help educate my clients
Additional TD Specialists
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.
Financial Security Advisor
Financial Security Advisor
As a Financial Security Advisor with TD Wealth Insurance Services, I work collaboratively with TD Advisors on customized, comprehensive insurance based solutions to assist clients in building, preserving and creating wealth through various tax advantaged strategies. The insurance solutions that I offer, utilize insurance products manufactured by third party insurance carriers. I support insurance sales channels within TD including TD Wealth Private Investment Advice (PIA) and TD Wealth Private Investment Counsel (PIC) as well as those channels that may compliantly refer insurance sales within TD Bank Group.
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.
Wealth Planning Specialist
Wealth Planning Specialist
As a Wealth Planning Specialist on the TD Wealth Advisory Services team, I work collaboratively
with TD Advisors to assist clients in developing a Wealth Plan that is tailored to their goals and
reflects their vision for the future. I work with clients to provide comprehensive wealth strategies,
including determining retirement income needs, identifying tax and estate planning
considerations, leveraging personal life insurance strategies, and identifying tax-efficient
charitable giving strategies.
