Meet The Team
Investment Advisor
CIM®
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.
Investment Advisor
Investment Advisor
Working with long-time business associate and friend Scott Simmons, 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 success.
After two decades working with high net-worth, self-directed families, I recognized that many of the most established and successful clients sought the transition to a collaborative relationship with an Investment Advisor. Yet, too often, these clients struggle to find a knowledgeable and trusted advisor who not only makes them feel comfortable but most importantly, invests the time in really understanding their financial needs and goals. My core belief is that an advisor’s role is simply to take excellent care of the relationship, and ensure every investment solution puts our clients’ interests first while consistently adding value.
I recently celebrated 20 years with TD, and began my career with two years in its flagship retail branch in downtown Toronto. Since then, I have spent 18 years in progressively more senior roles in Business Development within Wealth Management at TD Direct Investing. While serving midtown Toronto, I gained extensive experience understanding the complexities and issues most important to high net-worth families. In my most recent appointment to Relationship Manager High-Value Clients, GTA Region, I managed the relationships of 250 of the firm’s largest clients and was responsible for ensuring a positive investor experience while providing access to a wealth of high-quality services to solve complex needs. My investment expertise is directly tied to my education as I have successfully completed the Wealth Management Essentials Course, Derivatives Fundamentals and Options Licensing Course, and the Canadian Securities Course.
On a personal note, I have two wonderful children. My daughter Jessica is currently studying nursing at the University of Ottawa, and my son Lucas is in high school. In my downtime, I enjoy playing and watching almost all sports, and will always cheer for our hometown Toronto teams, even the Leafs!
Additional TD Specialists
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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.
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High Net Worth Planner
High Net Worth Planner
Your High Net Worth Planner of the Wealth Advisory Services team will work with you and your other professional advisors, when appropriate, to develop comprehensive wealth strategies based on a number of wealth considerations. Among them: creating retirement income streams, estate planning, business and insurance considerations, transitioning your business, accessing sophisticated credit solutions, tax planning and philanthropic planning.
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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.
