Meet The Team
Senior Investment Advisor
B.Comm.
CFP®
I have been working in the financial services industry since 1990 and have been providing financial advice and wealth management services with TD Wealth Private Investment Advice since 2001. I graduated from Concordia University in Montreal with a Bachelor of Commerce degree and also hold one of the industry’s most recognized designations, Certified Financial Planner (CFP®), awarded by the Financial Planners Standard Council.
Associate Investment Advisor
Associate Investment Advisor
As an Associate Investment Advisor, I provide dedicated support to the lead Investment Advisor (IA) by executing the team strategy for investment solutions, client engagement and business development. In my role, I focus on new client acquisition through our discovery and planning process and provide recommended solutions based on the investment philosophy of our lead IA. I also leverage my wealth planning expertise to create goals based investment plans for prospective clients and existing clients as well as implementing and monitoring our investment management process.
Client Service Associate
Client Service Associate
As a Client Service Associate, I provide dedicated administrative and specialized support to you, our client, as well as the rest of the team. In my role, I act as the primary contact with regard to account administration and day to day client inquiries or issues. I am committed to delivering legendary client experiences with courtesy, discretion and professionalism.
