As a member of West Georgia Wealth, I have one mission – to discover the complexities unique to you and help you achieve your vision of success. With over 40 years combined experience, our team is dedicated to helping clients through every stage of their life. Located in Vancouver's TD Tower on West Georgia Street, we are in the right place to help you build your own personal financial office with you at the centre as CEO.
Team of Specialists
I believe in surrounding myself with specialists. This involves coordinating our team’s portfolio management and investment expertise with the advice of your own accountants, lawyers and other professionals, as well as TD specialists in:
- Private banking,
- Commercial banking,
- Insurance, and
- Tax and estate planning.
Education and Experience
- Investment and wealth planning services for over 80 families
- Chartered Financial Analyst (CFA®)
- Certified Financial Planner® (CFP®)
- Prior experience as an Accountant with a Big 4 accounting firm
- Bachelor of Commerce (B.Comm) from McGill University
On a Personal Note
When not in the office, you will find me exploring the world with my partner, Lisa, or scanning the tree line in search of my golf ball.
Please enjoy the latest release of my quarterly newsletter:
West Georgia Wealth is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.