For over 15 years, I have provided comprehensive wealth management advice to high net worth individuals, trusts, corporations and estates. I focus on matching clients’ financial goals and objectives to appropriate investments by utilizing dynamic asset allocation and risk management techniques.
I have experience in all market and economic conditions and use the resources of key industry analysts, economists and research professionals to accurately position client portfolios.
I hold three advanced designations – Fellow of the Canadian Securities Institute (FCSI), Certified International Wealth Manager (CIWM) and the Chartered Investment Manager (CIM®).
As a new client of mine you will receive:
To provide my high level service commitment I focus on collaborating and building relationships with clients that own more than $500,000 in investable assets.
Toll Free: (888) 356-6177
Fax: (250) 356-4166
Branch Office: (250) 356-4104
Branch Fax: (250) 356-4166
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.