Meet The Team
Senior Investment Advisor
Senior Portfolio Manager
CFA®
As a PM and a CFA charterholder, John is held to the highest standard of duty and care when working with clients. A portfolio manager, such as John, has a duty to act in his clients' best interests. John must also adhere to the CFA Institute's Code of Ethics and Standards of Professional Conduct.
John is passionate about making money for his clients to enable them to reach their goals. He endeavors to accomplish this by striving to maximize performance, managing risk and minimizing fees.
Performance: John uses a disciplined rules based investment process that allows him to avoid common investment mistakes based on emotion, intuition and conflicts of interest. His process was developed and improved upon over many years using his background in both engineering and finance. John invests the majority of his own money and that of his family alongside his client's money using the same investment process and securities. John has a multi year performance track record that he would be happy to share.
Risk: John does not believe that a "buy and hold" investment approach is effective. He believes that there are times when you want to participate in the stock market and also times when you want to avoid the stock market. John utilizes indicators that measure the risk/reward characteristics of equities vs other asset classes such as cash. This enables John to effectively increase or decrease exposure to stocks depending on the market environment.
Fees: John manages money for clients on a discretionary basis and charges a fee for service that is fair, reasonable and transparent. In most cases the fee is lower than alternative fee structures. As much as possible, John avoids utilizing mutual funds due to their high fees.
Client Service Associate
BA (Hons)
At TD Wealth, we believe that each client’s needs are truly unique. Our goal is to offer you the relevant, customized wealth advice you deserve and we can do that only by fully understanding you. That’s why we take the time to understand you, your family and your values. Whether your needs are straightforward or complex, we’re dedicated to delivering tailored, comprehensive, wealth management strategies that are rooted in your goals. We will stay in tune with your needs and help ensure you’re on track to achieve the future you envision for yourself.
As a Client Service Associate, I provide dedicated administrative and specialized support to you, our client, as well as the rest of the team. In my role, I act as the primary contact with regard to account administration and day to day client inquiries or issues. I am committed to delivering legendary client experiences with courtesy, discretion, and professionalism.
I received my Bachelors' degree in 2014 and began working in the financial service industry shortly after. I started my career at TD in 2019 as a Customer Experience Associate and moved to TD Wealth Private Investment Advice as a Client Service Associate in 2021.
Outside the office, I like to spend time with family and friends and travelling when I can. I also enjoy crafting and spending time outdoors.
Administrative Associate
Administrative Associate
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.
Vice President, Philanthropic Advisory Services
Vice President, Philanthropic Advisory Services
If you're looking for a way to plan your giving more effectively and create a lasting legacy to support the charities that matter most to you, our philanthropic services provide access to the Private Giving Foundation, the first donor-advised fund program launched by a financial institution in Canada. Our TD specialist will work one-on-one with you and your family to incorporate philanthropy into your overall estate and wealth plans, and help you create a legacy that is meaningful to you.
Executive Trust Officer
Executive Trust Officer
Your Trust Officer with TD Private Trust provides a full range of Estate and Trust services that includes supporting you with your Will and Power of Attorney for property (POA) planning needs where The Canada Trust Company will act as your executor or attorney, and assisting you when you act as attorney or executor for a family member or friend. Your Trust Officer focuses on building long lasting relationships with you and your loved ones by providing continuity during the implementation of your financial and estate plan. From planning through administration, your Trust Officer supports you in creating a lasting legacy.
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.