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Investment Advisor
Wealth management that evolves as your needs, priorities and circumstances change over time
700 West Georgia Street 10th Floor Vancouver, BC V7Y 1A2Map
I focus on working with clients to identify and execute their long-term financial goals, and create personalized wealth portfolios tailored to them.
Holding the Certified Financial Planner and Canadian Investment Manager designations, I have spent the past 18 years working with high-net-worth individuals and their families. Celebrating my 26th year with TD Bank Group, my prior role included trading foreign exchange with the Commercial and Private Bank. An economics and commerce specialist, I graduated from the University of Calgary in 1991.
I currently live in Kitsilano with my wife, and two children. In my free time I enjoy swimming, playing soccer, and being involved with my children's activities. Committed to giving back, I support charities throughout the Lower Mainland such as Big Sisters and the Greater Vancouver Foodbank.
Toll Free: (888) 668-9966
Fax: (604) 482-8427
Branch Office: (604) 482-8400
Branch Fax: (604) 482-8427
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.
Investment Strategies
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
You have questions, I have answers. Let's have a quick chat.
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