Meet The Team
Senior Investment Advisor
Senior Investment Advisor
My career began with Canada Trust in 1997. I then joined TD Bank Group in 2000 and since then my focus has been fostering long-term client relationships.
My process is to sit with each client, review and discuss your goals and current financial situation.
Issues like: Tax Planning, Retirement Planning & Business Succession planning are just some of the areas of focus we will cover.
If you ask me something that I am proud of I would say that "it is having client relationships that date back to when I first joined TD Wealth".
I look forward to exploring investment strategies and solutions with you as we work together towards your unique financial goals.
Senior Investment Advisor
Senior Investment Advisor
With over 30 years of experience in the financial services industry, I have been actively engaged in fostering strong client relationships and helping clients achieve their personal financial goals. My commitment to continuous education, as well as completion of required qualifications, has earned me the Certified Financial Planner (CFP®) designation conferred by the Financial Planning Standards Council. I look forward to exploring investment strategies and solutions with you as we work together towards your unique financial goals.
Client Service Associate
Client Service 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.
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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.
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.
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.
