Portfolio Manager
CFP®
CIM
With over 25 years of professional and investment experience, I am actively focused on delivering comprehensive and extensive wealth management strategies to clients that promote a robust and deep financial well-being. My practice is centred around building trust and fostering strong client relationships. I am dedicated to the importance of a financial plan and working with clients to anchor their personal financial plans around our four important pillars; Building Net Worth, Implementing Tax- Efficient Strategies, Protecting What Matters and Leaving a Legacy.
I will draw upon an expansive network of TD colleagues and specialists to enhance our services available and proactively connect to review your goals and objectives regularly.
I hold my Certified Financial Planner (CFP®) designation as well as my Chartered Investment Manager (CIM®) designation and I am an honours graduate from the University of Western Ontario and the University of Ottawa. Outside of work I am passionate about my community involvement, and I volunteer with FP Canada and their exam team for upcoming CFP® candidates.
As a discretionary Portfolio Manager, I provide wealth and portfolio management to clients and a high level of detailed personalized service. Previous to joining TD Wealth Private Investment Advice, I was a Senior Financial Planner for seven years with TD Wealth Financial Planning. I have been privileged to be part of TD Bank Group for 25 years and prior to joining TD Wealth in 2016, I held several leadership positions throughout Ontario with TD Canada Trust.
I look forward to connecting and helping you strengthen your financial well-being.
Senior Portfolio Manager
CFA
My Commitment to You
With 30 years of financial services and investment experience, I am actively focused on providing comprehensive wealth management solutions to individuals and families, estates & trusts, and charitable and business organizations. As a Portfolio Manager with TD Wealth Private Investment Advice, I provide a high level of personalized service for my clients.
I work with a talented group of collaborators and have complete access to their expertise and the resources of our TD Wealth and TD Bank Group teams. My role is to create a fully integrated and comprehensive plan for my clients, by ensuring that the appropriate professionals are brought in when required, to apply their specialized knowledge to a particular situation. This can range from investment management, to estate planning and insurance strategies, and credit needs. This collaboration is crucial to my client’s evolving needs from the accumulation of wealth to the preservation and transitioning of their wealth through every stage of their life.
About Me
I am a graduate of Trent University with a Bachelor of Science (Honours) in Economics, and hold the Chartered Financial Analyst (CFA) designation. I am a member of the CFA Institute, as well as the Ottawa CFA Society. I am also licensed as a Life Insurance Advisor with TD Wealth Insurance Services, and have completed other industry courses such as the Certificate in Retirement Strategy. I am registered as a Portfolio Manager in the provinces of Ontario, Quebec, Alberta and Newfoundland.
Outside of work, I enjoy spending time with my wife and four children, and I previously served as an external Advisor for a not for profit foundation.
Associate
Associate
I am an Associate with four years of experience in the financial industry, dedicated to delivering excellent client service and supporting our team in providing tailored financial solutions. I graduated with honours from Carleton University in 2021 with a degree in Accounting and am currently pursuing the Chartered Financial Analyst (CFA) designation to further enhance my expertise and ability to serve clients.
In my role, I work closely with colleagues and leverage the depth of our team’s resources to help clients achieve their financial goals. I am committed to building strong relationships, understanding the unique needs of each client, and contributing to strategies that address wealth building, risk management, and long-term wealth planning.
Outside of work, I enjoy watching hockey, staying active, and spending quality time with friends and family. I value continuous learning, both professionally and personally, and I bring that same dedication to supporting clients through every stage of their financial journey.
Administrative Associate
Administrative Associate
I have over two years of experience in the financial services industry. I began my career at TD in 2023, supporting self-directed clients in managing their investments. Now, I've joined The Collins McDonald Group as a Administrative Associate, where I am dedicated to delivering exceptional client experiences. I hold an Honours degree in Psychology from Carleton University, which I completed in 2021. My interest in finance emerged shortly after graduation while studying for the Canadian Securities Course, sparking a passion that continues to grow. Outside of work, I enjoy spending quality time with family and friends, staying active, and exploring new destinations around the world.
Administrative Associate
Administrative Associate
I have been with TD for over 5 years in different roles in which I have been dedicated to offering exceptional service to all my clients. My journey began as a Financial Advisor at TD Canada Trust where my goal was to provide clients with advice and solutions to their financial needs. Helping people has always been my passion, so when I was given the opportunity to move over to TD Wealth and provide an even higher level of service to clients, I did not hesitate to advance. I have spent the last 3 years at TD Wealth Private Investment Advice where my focus was to assist our teams provide outstanding service to all our clients, new & existing. The different roles at TD gave me an in-depth insight into our business operations and clients' needs, and I intend on using that knowledge to deliver the best client experience. Outside of work I cherish spending time with my family. Together we like to explore new places and trying different cuisine.
