Meet The Team
Senior Investment Advisor
Senior Investment Advisor
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.
Senior Investment Advisor
Senior Investment Advisor
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.
Client Service Associate
Client Service Associate
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.
Administrative Associate
Administrative Associate
Additional TD Specialists
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Business Succession Advisor
Business Succession Advisor
Your experienced Business Succession Advisor of the Wealth Advisory Services team will work with you and your team of external advisors, including lawyers, accountants and business brokers, to help you maximize your business' value, and create and implement a plan for the smooth transfer of your business down the road.
Vice President, Philanthropic Advisory Services
Vice President, Philanthropic Advisory Services
If you're looking for a way to plan your giving more effectively and create a lasting legacy to support the charities that matter most to you, our philanthropic services provide access to the Private Giving Foundation, the first donor-advised fund program launched by a financial institution in Canada. Our TD specialist will work one-on-one with you and your family to incorporate philanthropy into your overall estate and wealth plans, and help you create a legacy that is meaningful to you.
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Tax and Estate Planner
Tax and Estate Planner
The Tax and Estate Planner of the Wealth Advisory Services team applies expertise in estate, trust and tax planning to assist you in developing an estate plan that reflects your personal choices for the future, and the legacy you will leave behind. To help manage your responsibilities, we can work with other TD specialists and external subject matter experts to help identify issues and properly structure your estate in a tax effective manner.
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.