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As a professional assistant branch manager, I am dedicated to helping both our clients and advisors discover and achieve what truly matters to them. I look forward to introducing clients to an advisor who is best suited to managing your unique goals and objectives.
I have over 20 years of wealth management experience including investment strategy, portfolio management, product management, and business development. Prior to becoming an assistant branch manager in 2016, I led TD Wealth's Portfolio Advice & Investment Research group and provided advisors and their clients with investment advice and portfolio construction guidance. Before joining TD Wealth in 2007 I worked at a bank-owned brokerage firm where I held progressively senior roles in the private client division.
I hold the Chartered Financial Analyst® (CFA) designation and graduated from McMaster University with an Honours Bachelor of Commerce.
Branch Office: (905) 501-8200
Branch Fax: (905) 501-8231
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.