Management Team
As a Professional Branch Manager, I am dedicated to helping both our clients and advisors discover and achieve what truly matters to them. Our comprehensive approach to wealth management and investing provides clients with access to advice from TD Specialists in retirement planning, risk mitigation, tax minimization and estate protection, which is integrated and customized for each client's unique circumstances. I look forward to introducing clients to an advisor who is best suited to managing their goals and objectives.
I have over 20 years of wealth management experience including investment strategy, portfolio management, product management, and business development. Prior to joining TD Wealth Private Investment Advice, I led TD Wealth's Portfolio Advice & Investment Research group and provided advisors and their clients with investment advice and portfolio construction guidance. Before joining TD Wealth in 2007 I worked at a bank-owned brokerage firm where I held progressively senior roles in the private client division.
I am a CFA® Charterholder and graduated from McMaster University with an Honours Bachelor of Commerce.
At TD Wealth, we believe that each client’s needs are truly unique. Our goal is to offer you the relevant, customized wealth advice you deserve - and we can do that only by fully understanding you. That’s why we take the time to understand you, your family and your values. Whether your needs are straightforward or complex, we’re dedicated to delivering tailored, comprehensive, wealth management strategies that are rooted in your goals. We will stay in tune with your needs and help ensure you’re on track to achieve the future you envision for yourself.
As Assistant Branch Manager at PCS St. Clair and Yonge & Eglinton branches, I lead a diverse and inclusive team of Investment Advisors and Portfolio Managers charged with seeking to exceed clients’ needs for asset accumulation, preservation and growth. Our investment philosophy is based on understanding your goals, disciplined planning, insightful advice and effective risk management. This philosophy helps us manage risk and navigate an ever changing investment landscape.
As a Manager, Client Services, I lead a team of Client Service Associates at PCS St Clair Branch and Yonge & Eglinton Branch. My goal is to seek to promote and maintain an exceptional employee and client experience, oversee branch operations as well as support the business goals of our branches.