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With more than 30 years of experience as an Investment Advisor and holding a Bachelor of Commerce (Honours) Degree in Finance, Sandy has experience in the management of tax effective income generating investments. After a seven-year career with a multinational professional services firm as an audit and tax manager, and a Financial Advisor role at a well-known North American wealth management corporation, Sandy joined TD Wealth in January 1995. Sandy is a member of the TD Wealth Private Investment Advice President's Club which is awarded to Investment Advisors who exceed business financial goals, maintain a high level of professional business conduct throughout the year, and consistently demonstrate integrity and the highest ethical standards.
As a licensed Portfolio Manager specializing in dynamic portfolio management, Sandy has been resolute and single-minded in his primary objective of delivering his clients credible investment and tax planning strategies. Helping his clients with portfolio protection is fundamental to his approach, which is based on a detailed understanding of the precise personal and professional situation, and long term financial and wealth accumulation goals - of every individual and organization he advises.
Fax: (416) 308-8725
Branch Office: (416) 308-8721
Branch Fax: (416) 308-8722
Language(s) spoken:, English, Italian, Mandarin, Cantonese
University of South Africa
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.