Meet The Team
Associate Portfolio Manager
Senior Investment Advisor
CIM®
FCSI®
Your Story, Your Experience
One of the most important lessons I learned as a student and in life is that in order to become good at providing advice, one must not only listen to understand, but also recognize that everyone’s economic and life situation is unique.
While I have been helping my clients discover and achieve what truly matters to them for over 27 years now, that message has become even more apparent. I understand that my clients are the most important part of my firm and that a meaningful conversation through deep discovery is essential before recommending any product or service.
Whether your objectives involve planning for retirement, managing your taxes, protecting your income and those who matter to you, or any of the other 11 wealth considerations, I want to help you make the best decisions.
Your Investment Advisor - "Preserving your family legacy for over 25 years"
I am a long-time resident of this beautiful province. My wife Jai and I call White Rock our home with "Lily", a white female boxer who rescued us through "Without Borders Boxer Rescue", a non-profit organization that we continue to support. I am a son and one of five children with four sisters, and an uncle to four nephews and one niece. My mom lives a few minutes away in a suburb near Richmond. My favourite motto is "leave it better than you found it!". I am a cyclist, paddler, hiker, "overlander" and "Pender-Islander", on the off days. I am also an avid reader and my favourite authors are: Lee Child, Vince Flynn, Nicholas Sparks and Khaled Hosseini. I am an active (10+ years) supporter and volunteer for the Canadian Cancer Society, BC Cancer Agency and Canuck Place.
My educational background includes an undergraduate degree in macro-and-micro economics from the University of British Columbia, a minor in psychology, and a diploma in financial management through the British Columbia Institute of Technology. Although I earned my professional designations (CFP®, CIM®, FCSI®, FMA) through continued schooling, they do not mean anything without connecting with the people I interact with for wealth management discussions.
Administrative Associate
BBA
An advocate of all things positive, a curious traveller and a recent Pacific North West local. I love interacting with those who share the same values that I live by: family, happiness, health and meaningful work. I have a Bachelor in Business Administration specializing in Human Resources, I dabbled in the chemistry of wine making and I created great memories and friendships in the local food scene in Ottawa. Speak to me in French, I could use the pratique. And my name is pronounced as "Julia".
Additional TD Specialists
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.
