As Vice President and Branch Manager at TD Wealth, I have the honor of leading the Private Investment Advice and Private Investment Counsel teams in the BC Interior. We currently have 3 branches (Kelowna, Kamloops and Prince George) with 41 employees and over $2 billion under management. Our teams are committed to discovering and achieving the needs of high and ultra-high net worth Canadians and bringing the very best of TD to them.
I have been incredibly fortunate to have gained experience in all aspects of Wealth Management with 3 different bank owned brokerage firms in a variety of client facing and regional roles. Prior to entering the industry I was a Naval Officer in the Canadian Armed Forces and a manager with a national transportation company.
My wife and I are thrilled to be back in the BC Interior area as I grew up in the area and our son was born here. We have two amazing children; our 4 year old son and 2 year old daughter who are teaching us the power of patience, enthusiasm and curiosity.
If you are a Wealth Management Professional who truly cares about your clients, embraces comprehensive wealth management and welcomes the opportunity for massive growth, please do not hesitate to contact me at firstname.lastname@example.org or call me at 250-470-3052.