Meet The Team
Investment Advisor
CFP®
FCSI®
On a constant pursuit to help clients achieve their financial and life goals. Through an unrelenting passion to assist others, coupled with an obsession to wealth management, I work to strategize and assist with your holistic wealth plan. Whether your concerns revolve around investments, insurance, estate planning, pensions, taxation, wills, and more, working with a professional investment advisor and team of TD professionals may be the first step to achieving your vision of success.
The world of investment management can be complex. Utilizing an unbiased and disciplined investment management approach, we tackle all areas pertaining to your financial mosaic. Having a helping hand when navigating the plethora of financial paths can ensure you are able to achieve the things you want and take care of the people that matter most to you. My objective is to make you feel understood, confident, and comfortable in where you are today, but more importantly, where you will be tomorrow.
As a financial bookworm, you can likely find me curling up with some coffee and enjoying the latest Financial and Investment related newspaper. I take pride in advancing my knowledge and expertise to better service my clients. Furthermore, I love to play ice hockey, golf, travel, and most importantly spend time with my family.
Senior Investment Advisor
FMA
CFP®
Bachelor of Commerce in Economics and Statistics from Ryerson University
Client Service Associate
Client Service Associate
Associate Investment Advisor
CFP®
Business Succession Advisor
Business Succession Advisor
Your experienced Business Succession Advisor of the Wealth Advisory Services team will work with you and your team of external advisors, including lawyers, accountants and business brokers, to help you maximize your business' value, and create and implement a plan for the smooth transfer of your business down the road.
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Estate Planning Advisor
Estate Planning Advisor
Your experienced Estate Planning Advisor of the Wealth Advisory Services team will work with you to help you determine the form of coverage for all of your financial and non-financial assets in case of unforeseen events. The strategic use of life, disability, living benefits and annuity products can also help you preserve your wealth, sustain your business and minimize tax obligations.
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Tax and Estate Planner
Tax and Estate Planner
The Tax and Estate Planner of the Wealth Advisory Services team applies expertise in estate, trust and tax planning to assist you in developing an estate plan that reflects your personal choices for the future, and the legacy you will leave behind. To help manage your responsibilities, we can work with other TD specialists and external subject matter experts to help identify issues and properly structure your estate in a tax effective manner.