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.