As a Senior Portfolio Manager and Senior Investment Advisor with TD Wealth Private Investment Advice, I work with clients to identify their investment planning needs and help them structure their portfolios in ways designed to potentially preserve and grow their wealth. I have been advising clients for over 30 years in the financial services industry. I believe that a conservative, diversified approach to asset management allows me to assist my clients in understanding different investments and strategies as they work toward their future financial needs and goals.
The cornerstone of my business is one on one relationships with each client, based on trust, communication and a detailed understanding of their needs. By working with other TD Specialists, we address various scopes of investment, wealth and retirement needs, including discretionary portfolio management, wealth protection and insurance solutions, estate planning strategies, trust services and charitable giving.
I obtained a Bachelor of Science degree at the University of Toronto and hold the following designations: Fellow of Canadian Securities Institute (FCSI®), Chartered Investment Manager (CIM®), Certified Financial Planner (CFP®), Financial Management Advisor (FMA) and Personal Financial Planner (PFP® ). I also hold the Certificate in Retirement Strategy. Outside the office, my wife and two children keep me busy with a wide variety of sports and activities.
Please call me today to see if you and your family could benefit from my unique approach to wealth management.