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What You Can Expect
I work with affluent families who want conservative investment strategies and other wealth preservation solutions so as to achieve peace of mind. My goal is to help my clients enjoy a comfortable retirement now, or plan for one in the future.
You will receive customized investment advice based on your unique needs and circumstances. By drawing on the resources of TD, we can collaborate with a team of professionals in estate planning, insurance solutions or trust services to provide just the right services.
You're In The Loop
I am committed to a regular schedule of contact to discuss your portfolio or any issue pertaining to your wealth plan. All e-mails or telephone calls are returned within one business day. You will also receive my bi-monthly newsletter the Smart Investor.
All new clients are introduced to a three-step process starting with a discovery meeting to understand your objectives and risk tolerance. You will receive a preliminary assessment listing the appropriate next steps. Once we begin a working relationship you will receive an investment policy statement and wealth plan, detailing our customized solutions for you.
Outside of work, I enjoy recreational tennis, and support my two children in their sporting and musical pursuits. I volunteer as treasurer and governor for St. John’s School, Vancouver, and as a board member of the Institute for the Study and Treatment of Pain. I have lived on three continents, and am fluent in English, Cantonese and Mandarin. I hold an MBA from the London Business School, U.K.
If you would like to a copy of the Smart Investor newsletter or arrange an introductory meeting, please send me an e-mail.
Toll Free: (888) 668-9966
Fax: (604) 482-8427
Branch Office: (604) 482-8400
Branch Fax: (604) 482-8427
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.