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I have been in the wealth planning and management business since 1997 specializing in providing a comprehensive approach to accumulating, preserving and transitioning your personal and corporate wealth from one life stage to the next.
I have obtained a Bachelor of Arts degree with a major in economics from the University of Alberta, a Diploma in Business Administration from the Northern Albert Institute of Technology, and a Certified Financial Planner (CFP) designation from the Canadian Institute of Financial Planning since 2002.
I live in Edmonton with my family and I am committed to improving my local and neighbouring communities through various charitable activites.
Toll Free: (866) 689-8074
Fax: (780) 448-8962
Branch Office: (780) 448-8280
Branch Fax: (780) 448-8962
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.