Meet The Team
Investment Advisor
MBA
CFP®
CIM®
Many can articulate the lifestyle they want and the goals they aspire to, but few can build the blueprint to get them there. People are typically more successful in achieving both when they:
- Have a trusted advisor dedicated to helping them achieve their vision of success - guiding them through the ups and downs in life and the markets
- Follow a disciplined process backed by an integrated wealth plan that incorporates the whole financial picture
- Have specialists in estate, trust, succession and tax planning that collaborate together to create and implement sophisticated strategies to help grow and protect their wealth
My inspiration to make a career in helping people achieve financial security started when I was a young boy. I personally saw what financial insecurity looked and felt like. This inspired me to develop the necessary skills to become a successful investment advisor as I wanted to be able to help people avoid the financial pitfalls that can lead to uncertainty and stress. Growing up, I learned a lot from my parents and uncle who were avid investors. I soaked up as much as I could from their experiences and became a voracious reader of books like The Wealthy Barber, Rich Dad Poor Dad, One up on Wall Street and The Book of Investing Wisdom. In 1998, I attained the required credentials and began my career in finance.
About me
I feel fortunate to have found a career where I have the same level of passion for it today, as the day I started. After 22 years in the industry, I can still say I love what I do. Helping clients navigate through the process, whilst minimizing the daunting tasks for them, so they can achieve their financial potential is extremely rewarding. I truly want to see them succeed because I care about them. I believe they deserve the best when it comes to wealth management.
In my career, I am most proud of the genuine relationships I have built with my clients and the feedback I hear from them. It's nice to 'think' you are doing a great job and measure the financial results. But for me, there is nothing more energizing then getting feedback directly from them that confirms they see it, feel it and are benefiting from it. I have been described as dependable, honest and relatable with significant experience, skillsets and disciplined process.
Being a life long learner and enjoying learning certainly helps me bring the best to my clients. As the industry evolves, I ensure I finesse my approach and process. That is why I have continued to seek out educational opportunities and attain top industry credentials. I also strongly believe in the power of mentorship and the sharing of knowledge. That is why I became a mentor in the Brock University and TD mentorship program in 2006 and thoroughly enjoyed teaching personal financial planning in Brock's Faculty of Business.
My credentials
- Certified Financial Planner (CFP®)
- Canadian Investment Manager (CIM)
- Financial Management Advisor (FMA)
- Certificate in Retirement Strategy
- Masters of Business Administration (MBA) in Financial Services, Dalhousie University
- Honors Bachelor of Business Administration, Brock University
I grew up in the small town of Ingersoll and moved to the local area, St. Catharines, when I began University. Soon after, I met my lovely wife Trish, who was from the area and we decided to plant roots here. Fast forward a few years and now we have a very lively household. Our three children keep us on our toes and often in the hockey rinks. Yes, big hockey family and big Toronto Maple Leaf fans.
On a more personal note
If I have the time I love to get out for a game of golf and also continue to look for opportunities to give back to the community.
English
MBA in Financial Services from Dalhousie University, BBA with Honors from Brock University
Client Service Associate
Client Service Associate
Additional TD Specialists
.jpg)
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.
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.
Vice President, Philanthropic Advisory Services
Vice President, Philanthropic Advisory Services
If you're looking for a way to plan your giving more effectively and create a lasting legacy to support the charities that matter most to you, our philanthropic services provide access to the Private Giving Foundation, the first donor-advised fund program launched by a financial institution in Canada. Our TD specialist will work one-on-one with you and your family to incorporate philanthropy into your overall estate and wealth plans, and help you create a legacy that is meaningful to you.
.jpg)
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.
