Meet The Team
Senior Investment Advisor
CFP®
CIWM
FCSI®
At TD Wealth Private Investment Advice, we offer you a complete range of investment and wealth management services. We recognize that financial needs vary throughout your life and that your personal goals evolve over time. We're here to help you take care of all your wealth considerations so that you and your family can stay on track through any of life's transitions.
I have been working in the financial services industry since 1995, with a focus on fostering strong client relationships and helping customers achieve their personal financial goals.
I hold a Bachelor degree in Commerce from Ryerson University. I also hold the CFP® offered by the Financial Planning Standards Council.
I look forward to working with you.
Senior Investment Advisor
CFP®
CIWM
FCSI®
At TD Wealth Private Investment Advice, we offer you a complete range of investment and wealth management services. We recognize that financial needs vary throughout your life and that your personal goals evolve over time. We're here to help you take care of all your wealth considerations so that you and your family can stay on track through any of life's transitions.
I have been working in the financial services industry since 1995, with a focus on fostering strong client relationships and helping customers achieve their personal financial goals.
I hold a Bachelor degree in Commerce from Ryerson University. I also hold the CFP® offered by the Financial Planning Standards Council.
I look forward to working with you.
Senior Investment Advisor
CFP®
CIWM
FCSI®
At TD Wealth Private Investment Advice, we offer you a complete range of investment and wealth management services. We recognize that financial needs vary throughout your life and that your personal goals evolve over time. We're here to help you take care of all your wealth considerations so that you and your family can stay on track through any of life's transitions.
I have been working in the financial services industry since 1995, with a focus on fostering strong client relationships and helping customers achieve their personal financial goals.
I hold a Bachelor degree in Commerce from Ryerson University. I also hold the CFP® offered by the Financial Planning Standards Council.
I look forward to working with you.
Senior Investment Advisor
CFP®
CIWM
FCSI®
At TD Wealth Private Investment Advice, we offer you a complete range of investment and wealth management services. We recognize that financial needs vary throughout your life and that your personal goals evolve over time. We're here to help you take care of all your wealth considerations so that you and your family can stay on track through any of life's transitions.
I have been working in the financial services industry since 1995, with a focus on fostering strong client relationships and helping customers achieve their personal financial goals.
I hold a Bachelor degree in Commerce from Ryerson University. I also hold the CFP® offered by the Financial Planning Standards Council.
I look forward to working with you.
Additional TD Specialists
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.
High Net Worth Planner
High Net Worth Planner
Your High Net Worth Planner of the Wealth Advisory Services team will work with you and your other professional advisors, when appropriate, to develop comprehensive wealth strategies based on a number of wealth considerations. Among them: creating retirement income streams, estate planning, business and insurance considerations, transitioning your business, accessing sophisticated credit solutions, tax planning and philanthropic planning.
