I began my career in the financial services industry in 2006. Throughout my time I have held various relationship management and leadership roles across a multitude of financial business segments and geographical locations across Canada with TD. This rich history enables me to bring a wealth of experience and a well-diversified perspective to the various financial situations and needs that I aim to add value to as an Investment Advisor. I believe in building wealth strategies tailored to you and those that matter most to you, and will work together with you to ensure your wealth plan evolves as you do.
As my client, you can expect an exceptional client experience brought on by tailored investment solutions, a dedicated support team, and a long-term goal-based mindset – all being executed with the highest ethical standards to ensure that your interests are always put first.
I pride myself on setting, and holding the services I offer my clients to an extremely high standard. All of my clients can expect:
I am a proud member of member of Constitution Wealth Management, a team of highly qualified, dedicated and experienced professionals. This dynamic team brings over 50 years of combined advisory and investment industry experience specializing in serving the needs of business owners, professionals, retirees, and widows. In addition to providing sophisticated wealth solutions for my clients, I am also the Assistant Branch Manager of the TD Wealth Private Investment Advice Ottawa office.
Outside of the office, you will find me with my wife Elena and our son Atticus – and occasionally enjoying a great day out on the golf course.
Constitution Wealth Management is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of the Toronto Dominion Bank.