Working with long-time business associate and friend Michael Kelly, we ensure a fundamental approach based on building meaningful and lasting relationships with our clients. Located in Toronto, we provide a comprehensive suite of wealth management services. Collaboratively, and with a well-aligned ethical and morally grounded philosophy, we help to guide our clients through the complex and ever-changing world of investments, tax and estate planning. Providing innovative financial strategies and exceptional client experiences are the hallmarks of our business. With an external view to the Investment Advisor industry for many years, I believe that wealth can be better managed with a keen focus on best-in-class, fee-conscious, big-picture, investment decisions.
With more than 20 years’ experience in industry, I earned the Chartered Investment Manager (CIM®) designation in 2016, and I am a Certified Retirement Specialist. I began my career in retail banking with a major Canadian financial institution, before joining TD in 1999, where I gained extensive experience with a series of progressive roles including working on the international trading desk for TD Direct Investing. In 2002, I was appointed manager of Business Development with TD’s Direct Investing Group. I joined TD Wealth in 2005, and spent a decade working exclusively with high net-worth families quarterbacking family office relationships with TD's Portfolio Managers, Will and Estate Planners, and Business Succession specialists. I hold a Bachelor of Arts (Honours) in Environmental and Resource Management.
On a personal note, I am happily married with three incredible children who keep me young and active through their busy schedules of baseball in the summer and hockey in the winter. I run regularly, and try to keep up with my wife who is an avid marathon runner and races the Boston Marathon each spring.