My career in the investment industry began in 1994 and for the last 20+ years, I have been providing investment advice to individual clients and their families. I joined TD Wealth in March of 2009. The holistic approach and attention to personalized client service that TD Wealth Private Investment Advice delivers is very much aligned with my approach to the investment and wealth management process.
I graduated from the Bachelor of Commerce program at the University of Alberta (1990) and completed my Canadian Securities Course and Personal Financial Planner designation from the Canadian Securities Institute. I am a Life Insurance Advisor through TD Wealth Insurance Services and have also obtained my Options license. In September 2000, I was awarded the Chartered Financial Analyst (CFA) designation, which is recognized throughout the world.
I was born and raised in Edmonton and have three lovely children, Athena, Aidan, and Amalia.
We See The Whole You
Helping you achieve your vision of success
- Investment strategies
- Banking and credit management
- Retirement planning
- Protecting your assets
- Protecting your income
- Tax management
- Passing on your wealth
- Education funding
- Business succession planning
- Planning for major purchases
- Charitable giving
Transfer of Wealth
Will and Estate Planning
Polly – Moving forward with the right financial plan
When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.
Nick & Justina – Business owners teaming up with TD Wealth
As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.
Your unique goals
You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.