Meet The Team
Investment Advisor
PFP®
I help families, professionals and businesses grow, protect and transfer their assets, as well as generate income, in a tax efficient manner.
I believe the only way to manage the unpredictable is to stay connected with clients. I take a disciplined approach to supporting clients by conducting regular investment plan reviews, hosting special educational events and providing information that helps clients reduce their risk, and position them well for success in the future.
Having worked with TD, an organization that prioritizes the customer experience and financial strength, over the past eighteen years I have had the opportunity to work closely with businesses and professionals, as well as supporting individual’s transition from employment into the next chapter of their lives. I let clients know if they are on track to meet their financial goals, how their investments are allocated, and where their income will come from when needed.
By taking the time to understand clients, and those whom they support and depend on, I strive to provide a high level of service and create customized plans that are designed to include such wealth considerations as protecting assets, retirement planning, transitioning wealth, tax management and investment strategies.
Whether you are looking for advice or a review of your current wealth plans contact me today to start a conversation.
Associate Investment Advisor
B. Comm.
PFP
As an Associate Investment Advisor at TD Private Investment Advice, I have been providing comprehensive wealth management advice and solutions to help our clients and their families reach their goals since 1989 after having graduated from McGill University with a Bachelor of Commerce degree.
I work with a team of professionals that help clients create customized, personalized wealth and retirement plans to build and protect their financial futures. Our clients enjoy relationships based on trust, communication, and a detailed understanding of their needs. By working in collaboration with a team of TD specialists, we address the full scope of Wealth Management needs including investment management, retirement and estate planning and insurance and wealth protection solutions.
Associate Investment Advisor
BA (Hons)
I have called Peterborough and the Kawarthas home for over two decades, and I have had the opportunity to live in fifteen different countries over a period of eight years as a professional cyclist. I recently graduated from Trent University in 2021 with an Honour's degree in economics and have been an active participant in the investment markets over the past decade. While attending university I was able to build and operate a successful business serving the Central Ontario region which provided me with invaluable experiences as a business owner. When I'm not engaging with clients, I like to cycle throughout Peterborough and the Kawarthas with my partner.
As an Associate Investment Advisor with Kawartha Wealth Management we provide clients with tailored wealth management solutions now for over thirty-five years, with over ninety-three years of combined team experience. Our clients include individuals, families, and businesses, who we provide with our advice on portfolio management and wealth planning. We also engage TD specialists to support estate planning, insurance, and tax planning.
Client Service Associate
B. Comm.
Additional TD Specialists
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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.
Vice President, Philanthropic Advisory Services
Vice President, Philanthropic Advisory Services
If you're looking for a way to plan your giving more effectively and create a lasting legacy to support the charities that matter most to you, our philanthropic services provide access to the Private Giving Foundation, the first donor-advised fund program launched by a financial institution in Canada. Our TD specialist will work one-on-one with you and your family to incorporate philanthropy into your overall estate and wealth plans, and help you create a legacy that is meaningful to you.
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.
Regional Private Trust Manager
Regional Private Trust Manager
Your Trust Officer with TD Private Trust provides a full range of Estate and Trust services that includes supporting you with your Will and Power of Attorney for property (POA) planning needs where The Canada Trust Company will act as your executor or attorney, and assisting you when you act as attorney or executor for a family member or friend. Your Trust Officer focuses on building long lasting relationships with you and your loved ones by providing continuity during the implementation of your financial and estate plan. From planning through administration, your Trust Officer supports you in creating a lasting legacy.
