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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.
Branch Office: (519) 640-8530
Branch Fax: (519) 640-8552
At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you. You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers. It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.