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What is most important to you in this stage of life? Is it Wealth Creation? Or is it Wealth Protection and Distribution? Over the past 20 years I have helped families, individuals, corporations and non-profit groups work towards their specific goals. I enjoy working with individuals with whom I have not only an outstanding professional relationship with, but also a personal connection. People that look forward and realize that wealth is a tool used to achieve their dreams, and not the dream itself. Feel free to contact me to see how we can work together to meet your wealth management needs.
I have worked with Families, Foundations, Charities and High Net Worth Investors for 20 years. In my free time I am husband and a father of three girls who like to keep me on my toes. As a family we fully embrace the Okanagan lifestyle whether it is skiing at Big White, going to gymnastics,weekend soccer games or just enjoying the natural beauty of our area. Individually, I enjoy mountain bike riding, my local Crossfit gym and the occasional game of golf. Giving back to the community is also important to us as a family. We regularly foster cats and their kittens from the local SPCA and support charities such as World Vision. We also enjoy supporting local high school students with our own bursary.
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Branch Fax: (250) 470-3015
Getting to know what truly matters to you is our top priority. Applying principles of behavioural finance allows me to dig deeper and understand your personality, your goals, your family, and your motivations.
At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you. You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers. It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.