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When I was young my grandfather bought shares for me as a birthday gift. Month after month, I would look them up in the financial section of the newspaper and watch their value grow over time. During that period, I was also the neighbourhood newspaper deliverer. I was able to earn my own money which quickly taught me the importance of setting aside a portion of my earnings for future goals. Between the stocks and the savings, I learned early about the combined power of smart saving and long-term investing. It came as no surprise to anyone that I gravitated to a career in investing and financial services as I grew older.
TD has been my professional home for over 25 years. I started advising in the retail branch and that evolved into servicing high net worth clients when I attained my Certified Financial Planner and Chartered Investment Manager designations. Now, as a Senior Investment Advisor at Ainslie & Burrows Private Wealth Management Group at TD Wealth Private Investment Advice, I thoroughly enjoy the clients I serve and the team I work with each day.
We will work proactively to understand your family’s needs across generations because what matters to you, matters to us. Our priority is to ensure you feel taken care of and empowered to make smart financial decisions. We want you to thrive. Let the worry fade away – managing complexities and implementing the right custom strategies is our specialty.
Our team is bonded by our strong family values, passion for our clients and complementary skill sets. With us, you’ll experience what a true team approach feels like.
My diverse career experience has given me knowledge and insight into the dynamic intricacies and potential pitfalls of growing wealth. I've developed the know-how to harness and mobilize a wide range of innovative and well-rounded financial solutions which I proudly share with my clients. It gives me a great sense of fulfillment to be able to remove the worry and indecision that can come along with the complexities of managing your own wealth.
Certified Financial Planner (CFP®) designation - considered the standard for the financial planning profession worldwide. Professionals with this designation have demonstrated the knowledge, skills, experience and ethics to examine their clients’ entire financial picture, at the highest level of complexity required of the profession, and work with their clients to build a financial plan they are confident in.
Chartered Investment Manager (CIM®) designation - This designation allows me to conduct discretionary portfolio management services on behalf of our clients. The added education helps me specialize in high-level investment strategies tailored to affluent clients.
Fellow of CSI (FCSI®) – the pinnacle financial services credential and the highest honour in Canadian financial services. It is reserved for an elite group of experienced financial services professionals that meet the highest standards for advanced education, ethical conduct, industry experience and peer endorsement.
Certificate in Retirement Strategy – a focused program on strategies for retirement planning: goals-based investing expertise, wealth conversion, tax strategies and structures, sustainable withdrawal rates and wealth protection.
Licensed as a Life Insurance Advisor with TD Wealth Insurance Services – Holders of this license can facilitate complex insurance strategies to minimize tax obligations when transferring wealth to causes and future generations.
Bachelor of Applied Science from University of Guelph
29+ years of industry experience
Family values were instilled in me from an early age as well as the importance of community service. I grew up in Niagara Falls alongside five siblings. Both parents were incredibly hard-working, my father a family doctor and my mother a nurse. They worked long hours to ensure their patients received the attention and care they deserved. Now, my wife and I are raising our 3 wonderful children in Niagara. For fun, we enjoy exploring the globe, gardening, sports and spending time up north at our family cottage. I have also enjoyed volunteering for United Way and coaching local youth hockey teams in my spare time.
Ainslie & Burrows Private Wealth Management Group is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.
Bachelor of Applied Science from University of Guelph, Certificate in Retirement Strategy from Canadian Securities Institute
COMMUNITY INVOLVEMENT
Supporter of United Way
We're redefining private wealth management.
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.
When I was young my grandfather bought shares for me as a birthday gift. Month after month, I would look them up in the financial section of the newspaper and watch their value grow over time. During that period, I was also the neighbourhood newspaper deliverer. I was able to earn my own money which quickly taught me the importance of setting aside a portion of my earnings for future goals. Between the stocks and the savings, I learned early about the combined power of smart saving and long-term investing. It came as no surprise to anyone that I gravitated to a career in investing and financial services as I grew older. TD has been my professional home for over 25 years. I started advising in the retail branch and that evolved into servicing high net worth clients when I attained my Certified Financial Planner and Chartered Investment Manager designations. Now, as a Senior Investment Advisor with Ainslie & Burrows Private Wealth Management Group at TD Wealth Private Investment Advice, I thoroughly enjoy the clients I serve and the team I work with each day.
Each experience gave me knowledge and insight into the dynamic intricacies and potential pitfalls of growing wealth. I've developed the know-how to harness and mobilize a wide range of innovative and well-rounded financial solutions which I proudly share with my clients. It gives me a great sense of fulfillment to be able to remove the worry and indecision that can come along with the complexities of managing your own wealth.
Family values were instilled in me from an early age as well as the importance of community service. I grew up in Niagara Falls alongside five siblings. Both parents were incredibly hard-working, my father a family doctor and my mother a nurse. They worked long hours to ensure their patients received the attention and care they deserved. Now, my wife and I are raising our 3 wonderful children in Niagara. For fun, we enjoy exploring the globe, gardening, sports and spending time up north at our family cottage. I have also enjoyed volunteering for United Way and coaching local youth hockey teams in my spare time.
Directly after completing my university studies, I entered the financial services industry. Early on in my career, it was apparent I had a passion for helping families plan for their future well-being. I have a deep seeded desire to help others succeed. I genuinely enjoy getting to know each client on an individual level, understanding their dreams and goals, so I can craft meaningful, custom wealth plans to help them achieve their aspirations for the future. As a Senior Investment Advisor with Ainslie & Burrows Private Wealth Management Group, I can provide the full-service opportunities my clients deserve.
I have been with TD for over 23 years. Advising high net worth clients on their investments within a well-developed plan is my specialty and has been my focus for the last 18 years. Each client is unique, which makes every day different. I love that aspect of my job; it keeps it interesting and personal. I am truly grateful for the connections and relationships I've made throughout my career thus far and appreciate our clients' trust in our process and advice. On the personal side, I was born in England but moved to Canada at an early age. I have lived in the Niagara Region ever since. I am so grateful for my parents and my upbringing. I watched them work extremely hard and persevere through many challenges to keep a roof over our heads. My strong family values and work ethic were passed down from them. I am incredibly blessed to have married my best friend, and we now have a beautiful family of our own. We have four active children, 2 boys and 2 girls that bring us a tremendous amount of joy. Our children are involved in basketball, soccer, volleyball and golf. Being able to watch them grow has been priceless.
I am involved in the community in many ways, with most of the time spent coaching soccer and sponsoring youth sports. Providing sponsorship to ease the financial burden of today's sports on families is something I feel is very important in creating a culture of unity and belief. I recently made the change to coaching a girls soccer team in Niagara that participates in the Ontario Player Development League – and I am enjoying every minute.
I love my role as a Client Service Associate with Ainslie & Burrows Private Wealth Management Group at TD Wealth Private Investment Advice. I enjoy the close relationships I establish and maintain with our clients. While there is much work to be done on the administrative side, it is having this personal touch with our clients that fulfills and motivates me. My day is spent serving the needs of our clients, leading administrative projects and ensuring our team has what they need to consistently deliver for our clients. I will always do my best to ensure you are happy, feel heard and are confident in the service and advice we provide.
I have been with TD for over 25 years and have worked with Robert and Lee at Ainslie & Burrows Private Wealth Management Group since 2015. Before arriving at TD Wealth Private Investment Advice, I worked through various TD branch banking roles, then on to Regional Sales Management. Having worked in various capacities and leadership roles throughout my career, I feel very comfortable in the financial services field.
I grew up in Port Colborne, attended Brock University and settled down in Crystal Beach where I enjoy watching my amazing adult son and daughter grow. Outside of work, I enjoy swimming, paddle boarding, gardening and taking advantage of living on Lake Erie's beautiful south shore with my wonderful partner. I satisfy my sense of adventure by taking fun road trips and traveling to other countries; sometimes taking in a concert or festival. I dabble in karaoke, pottery and hip hop dance as well. I love giving back to the community by volunteering with local organizations and charities. Some of my most rewarding volunteer experiences have been with Prom Project Niagara, Habitat for Humanity and the Weekend to End Breast Cancer. I also had a lot of fun coaching our local baseball and ringette teams. I am a true people person which is why I love working with our clients.
I have always been passionate about helping people manage their money so they feel more secure in the day-to-day, and when they think about their future. It stems from my childhood as I grew up with very little. I took it upon myself to seek out education and good habits about this important part of life. From a young age, I had a knack for numbers. I always had a job, a budget and goals I was working towards. I wanted to be able to comfortably provide for myself and one day, my family. Now, together with this team, I get to apply that passion more broadly. I work diligently to make complex financial matters more easily understood and find it extremely rewarding to help families become financially capable and more confident in their future.
I love working, connecting and building strong relationships with people. Whether it is big or small, enhancing a client's experience genuinely brings me joy. After almost a decade of experience in the hospitality industry, I was excited to shift gears and join TD Wealth Private Investment Advice in 2021. Most of my day is spent responding to client requests, managing administrative projects and ensuring the team has everything they need. I pride myself in doing things in a timely and efficient manner and it feels great to be part of a team that shares similar values.
Outside of the office, I prioritize living a well-balanced life and am also a certified yoga instructor. I love gardening and growing my own food so I can make delicious and nutritious things in the kitchen for my husband and daughter. The kitchen is definitely the center of our home, and where we spend lots of time laughing and catching up with each other.
Effective banking and credit management helps to organize your day-to-day financial needs in a way that may save you time and money.
Retirement Planning
Retirement planning is an ongoing process that helps you prepare for the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
Tax management involves arranging your financial affairs in a way that may reduce your overall tax burden by identifying opportunities to utilize available tax incentives.
An Estate plan, along with an up-to-date Will, helps you to provide for the family members, friends and charitable organizations that you want to benefit from your estate and sees to it that your wishes are carried out as you intended.
Planning for the cost of education is a process that can help provide your children and grandchildren with the opportunity to pursue the education and training they need to start their own careers and businesses.
Business succession planning is the process of understanding your personal and business goals and preparing your business for the future transfer of ownership and management to your chosen successor.
Planning for Major Purchases
Planning for major purchases may help you accumulate those items you want now and in the future with the least potential cost of borrowing.
A charitable giving plan identifies the most effective way to share your wealth with your chosen charities. By selecting the right method of contribution you may maximize the amount of money the charity will receive from you.
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