Meet The Team
Senior Portfolio Manager
Senior Investment Advisor
CPA
CIM®
MBA
Senior Portfolio Manager
Senior Investment Advisor
CPA
CIM®
MBA
With more than 20 years of experience in accounting, finance, and investment management, I bring a deep and disciplined perspective to my role as a Senior Portfolio Manager and Senior Investment Advisor at TD Wealth Private Investment Advice. My background includes four years in public practice as a tax accountant and six years in capital markets, giving me a strong foundation in both investment expertise and tax planning.
I am passionate about helping high-net-worth clients, families, trusts, guardianships, and corporations achieve their long-term investment objectives in a tax-efficient and thoughtful way. My approach begins with an in-depth discovery process to gain a full understanding of each client’s unique financial circumstances, values, and goals. From there, I work closely with a team of TD specialists to integrate investment management with tax planning, estate strategies, and insurance solutions. I also collaborate with my clients’ external advisors, including accountants and lawyers, to ensure your wealth plans are fully aligned and seamlessly coordinated.
I hold the Chartered Professional Accountant (CPA) and Chartered Investment Manager (CIM®) designations, and I earned my Master of Business Administration from the Richard Ivey School of Business at Western University.
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.
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.
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.
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.
