TD Wealth Private Investment Advice is one of Canada’s premier full-service brokerage firms. Our service is designed for those investors who are looking for professional and personalized investment advice while staying involved in all investment decisions.
As a Senior Investment Advisor at TD Wealth, my number one objective is to provide my clients with financial confidence through a holistic wealth management solution that will meet all their current and future financial needs. I bring a highly skilled approach to financial management which centers on the fine balance between preserving capital and growing it responsibly.
I am committed to providing exceptional service to each of my clients. The cornerstone of my business is to establish a one on one relationship that is based on trust, communication and a detailed understanding of my clients needs.
Also as a client of TD Wealth Private Investment Advice, you will have complete access to all of the expertise and resources of TD Wealth and TD Bank Group. By working in collaboration I will ensure that the appropriate TD specialists are brought in when required, to apply their specialized knowledge to your situation. This team of professionals will work together to ensure the seamless management of all aspects pertaining to your wealth from your investment portfolio, to estate planning, to your credit and insurance needs.
A combination of experience and educational background make me uniquely qualified to provide my clients with sound financial advice. Having received both my Master of Business Administration Degree and the Chartered Financial Analyst designation, I am acutely aware of the opportunities and challenges of the constantly evolving financial industry.
My interest in finance had its start in 1990, when I entered the Schulich School of Business at York University. After completing my MBA in 1992, I continued to upgrade my education through the Canadian Securities Institute. I completed the following courses: Canadian Securities, Conduct & Practices, Derivatives Fundamentals, Canadian Options, Futures Licensing and Professional Financial Planning Course. In 1999 I started the Chartered Financial Analyst program, receiving my charter in 2001.