As a Vice President, Portfolio Manager, and Investment Advisor at TD Wealth Private Investment Advice, I have been providing wealth advice to my clients since 1983. I am a Portfolio Manager who holds the following designations: Certified Investment Manager (CIM) and Fellow of the Canadian Securities Institute (FCSI®). The title of Portfolio Manager recognizes superior analytical skills, advanced knowledge of markets and investment products, and extensive industry experience in managing large investment portfolios.
My goal is to assist my clients in accumulating and preserving their wealth. I strive to anticipate necessary adjustments, recommend solutions where appropriate, and maintain regular contact with my clients. I take a personal interest in the financial success of all of my clients, providing individually tailored advice to serve their needs. My role as Portfolio Manager allows me to design specialized client portfolios to help maximize investor return for various given risk levels. I continue to work with both new and long-standing clients. I go above and beyond to try and make my clients truly feel that they are my top priority, because they are.
I have strong ties to my community and believe in giving back. I have raised funds and sat on the board of various charities including the Business Community Anti-Poverty Initiative (BCAPI), Chaired the Canadian Breast Cancer Run for the Cure, the Muriel McQueen Fergusson Foundation, the Teen Resource Centre (TRC), the Atlantic Health Sciences Corporation, and the Hospice of Greater Saint John. I have also sat on the Board of Governors for Rothesay Netherwood School and St Thomas University and currently sit on the Board of Directors for the Saint John Airport Authority.