Meet The Team
Senior Investment Advisor
CIM®
English
Senior Investment Advisor
CFP®
CIM®
As a Senior Investment Advisor with TD Wealth Private Investment Advice, I take the time to get to know you and your family.
Listening to you and understanding your needs, goals, and dreams is the first step I take to create your personalized wealth plan.
I have been working in the financial services industry since 1997, focusing exclusively on holistic wealth planning and fostering strong client relationships since 2007. I have the Certified Financial Planner™ certification conferred by FP Canada and the Chartered Investment Manager designation conferred by the Canadian Securities Institute.
My mission: To be your trusted advisor, at your side as your life evolves, ensuring your goals are the prime focus of what we do.
My approach is designed to help increase financial confidence, as we navigate the complexities that life may deliver.
By working with me, you have access to a highly knowledgeable team that understands your goals, dedicated to simplify your financial decisions and inspire you to live your best life.
Associate Investment Advisor
Associate Investment Advisor
Administrative Associate
Administrative Associate
Additional TD Specialists
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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.
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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.
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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.
Executive Trust Officer
Executive Trust Officer
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.
High Net Worth Planner
High Net Worth Planner
Your High Net Worth Planner of the Wealth Advisory Services team will work with you and your other professional advisors, when appropriate, to develop comprehensive wealth strategies based on a number of wealth considerations. Among them: creating retirement income streams, estate planning, business and insurance considerations, transitioning your business, accessing sophisticated credit solutions, tax planning and philanthropic planning.