Meet The Team
Senior Investment Advisor
Senior Investment Advisor
Anthony brings over 25 years of experience in the financial services industry to the team. He has developed a deep rooted connection with his clients focused on goal-based and legacy planning. With an emphasis on understanding family and work place balance, Anthony incorporates the team's VSI Wealth Plan process to help clients achieve their financial and personal goals.
After completing his undergraduate degree from Simon Fraser University, Anthony embarked on his career in the financial service industry in 1991. During this initial period, he earned his Level II Insurance License from the Insurance Council of British Columbia and he is a Life Insurance Advisor with TD Wealth Insurance Services. He focuses on building customized solutions tailored to each individual’s unique needs and circumstance – balancing investment needs with estate planning needs.
Anthony has incorporated this outlook on a personal level. He wakes up daily at 4:00am and commutes by bicycle from his home in Burnaby. He returned to his old neighborhood 10 years ago to raise his four children along with his wife. By sacrificing a little sleep, he has been able to balance a busy work and family environment while looking after his mental and physical well-being. Spending time traveling with his family and seeing parts of the world has made him appreciate the simple things in life and how fortunate we are to live and work in Vancouver.
Associate Investment Advisor
Associate Investment Advisor
Bodhi joined the group in 2013 and provides client service, administrative and marketing support for the team. She brings 18 years of experience in the financial industry, previously working as a Sales Assistant at BMO Nesbitt Burns. Bodhi has completed the Business Finance and Investment Management Program at Langara College in Vancouver.
Bodhi grew up in Vancouver and enjoys travelling, discovering new restaurants and staying active. When not at work, she relishes her family time with her husband and son.
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.
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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.
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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.
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.
