As a Portfolio manager at TD Wealth Private Investment Advice since 1994, I have been helping clients make smart choices about their money so I can help them live their 'Ideal Life'. I work with individuals, families, professionals and business owners to help them get their financial house in order, so every financial decision they make is completely aligned with their deepest held values and their most important goals.
I work together with a team of specialists to address the full scope of wealth and retirement needs, investments, wealth and insurance solutions, estate planning and trust services and charitable giving strategies.
I obtained an Honours degree in Business Administration (HBA) at the University of Western Ontario and hold the Fellow of Canadian Securities Institute (FCSI) and Certified Investment Manager (CIM) Designations. Outside the office I am avidly involved in running, triathlons and spending lots of time with my daughter Zoe.
Please call me to see if you and your family could benefit from my approach to helping clients.