Meet The Team
Leadership
Senior Investment Advisor
CFP®
I joined TD Wealth Private Investment Advice in 1999 and I have over 35 years of financial service industry experience. I hold the Certified Financial Planner (CFP®) designation and am currently a Senior Investment Advisor. I attended the University of British Columbia where I majored in History.
When I work with you my goals are for us to build a long-term relationship and to create a personalized wealth management plan, which helps maximize all your potential goals and objectives. I aim to build a relationship that is interactive and moves with you should your goals and objectives change over time.
I grew up in Vancouver and now live in Delta with my wife Wendy. I have been previously involved in the local soccer community and volunteered with youth sports, and remain active with the Greater Food Bank Society. I also enjoy an active lifestyle which includes skiing, golf and biking.
English
Senior Portfolio Manager
CIM®
I have been with TD Wealth Private Investment Advice since 2004, and I have over 25 years of experience in the financial services industry. I hold the Chartered Investment Manager designation and am currently a Senior Portfolio Manager and Senior Investment Advisor. I attended Simon Fraser University where I graduated with a degree in Economics. My breadth of experience includes various senior management roles at the branch and regional level.
I believe that investment advice is just one component of the overall wealth management relationship with you. I take a disciplined approached to understanding your needs and objectives. My goal is to build a relationship with you based on trust, accountability and transparency.
My wife Karla, daughter Sylvia and I enjoy living in Vancouver and all that the city has to offer. Away from the business, I enjoy biking, living music and spending time with family and friends. I also like to find unique ways to contribute to my community. Some recent projects include fund raising for the Greater Vancouver Foodbank and volunteering in the Downtown Eastside serving meals to those in need.
English
Punjabi
Simon Fraser University - Economics
Associates
Associate Investment Advisor
Associate Investment Advisor
I have been with TD Wealth Private Investment Advice since 2011. My career with TD Wealth started as an intern while I was in high school and continued throughout university. I have developed a passion for the financial industry and strive for excellence when it comes to clients and their individual needs.
I attended Providence College to pursue Division 1 collegiate athletics, playing Field Hockey and graduated with a degree in Marketing & Finance.
I grew up in Delta and now currently reside in Vancouver. In my spare time I enjoy being outside through community sports, skiing and hiking and I am always looking for the next place to travel to.
Administrative Associate
Administrative Associate
I have been with TD Wealth Private Investment Advice since 2025. My career with TD began in the retail channel back in 2021. I thoroughly enjoy getting to know clients, while assisting them with their overall financial goals. I am excited to grow my career and interest in the financial industry.
I grew up in Richmond and attended The University of British Columbia where I graduated with a degree in Sociology.
Outside of work, I enjoy baking, skiing and Pilates. I also speaks 3 languages, English, French and Mandarin.
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.
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.
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.
