Working with long-time business associate and friend Scott Simmons, we ensure a fundamental approach based on building meaningful and lasting relationships with our clients. Located in Toronto, we provide a comprehensive suite of wealth management services. Collaboratively, and with a well-aligned ethical and morally grounded philosophy, we help to guide our clients through the complex and ever-changing world of investments, tax and estate planning. Providing innovative financial strategies and exceptional client experiences are the hallmarks of our business success.
After two decades working with high net-worth, self-directed families, I recognized that many of the most established and successful clients sought the transition to a collaborative relationship with an Investment Advisor. Yet, too often, these clients struggle to find a knowledgeable and trusted advisor who not only makes them feel comfortable but most importantly, invests the time in really understanding their financial needs and goals. My core belief is that an advisor’s role is simply to take excellent care of the relationship, and ensure every investment solution puts our clients’ interests first while consistently adding value.
I recently celebrated 20 years with TD, and began my career with two years in its flagship retail branch in downtown Toronto. Since then, I have spent 18 years in progressively more senior roles in Business Development within Wealth Management at TD Direct Investing. While serving midtown Toronto, I gained extensive experience understanding the complexities and issues most important to high net-worth families. In my most recent appointment to Relationship Manager High-Value Clients, GTA Region, I managed the relationships of 250 of the firm’s largest clients and was responsible for ensuring a positive investor experience while providing access to a wealth of high-quality services to solve complex needs. My investment expertise is directly tied to my education as I have successfully completed the Wealth Management Essentials Course, Derivatives Fundamentals and Options Licensing Course, and the Canadian Securities Course.
On a personal note, I have two wonderful children. My daughter Jessica is currently studying nursing at the University of Ottawa, and my son Lucas is in high school. In my downtime, I enjoy playing and watching almost all sports, and will always cheer for our hometown Toronto teams, even the Leafs!