Meet The Team
Portfolio Manager & Investment Advisor
CFA
As a Portfolio Manager for the Corcoran Cham Group within TD Wealth Private Investment Advice, we are committed to building long-term relationships with our clients based on trust and integrity. Our clients are primarily a select group of retirees or people looking to retire within 10 years, who among other things, aspire to a work-optional lifestyle. We've developed and refined a disciplined process, supported by the expertise of TD Wealth and TD Asset Management, to put all the pieces of the puzzle together into a wealth strategy. Our planning process aims to plan for the expected, as well as the unexpected.
Discovering What Makes You Unique
You have meaningful goals and we can help you reach them. Each person's needs are truly unique and our goal is to offer you the relevant, customized wealth advice you deserve accomplished by getting to the heart of what matters most to you. That's why we take a unique approach to understanding you, your family and your values.
Our discovery process is driven by behavioral finance theory because we understand that decisions related to wealth are not purely logical, as traditional financial theory implies. By revealing the likely existence of biases in every financial decision, behavioral finance aims to allow each person to make informed financial decisions, while being aware of the factors that might influence them. This information will tell us how we can work best with you and what the next steps are in creating your strategy – one that aligns what you have to what you want it to do.
Designed for Life
Armed with a deep understanding of your priorities and values, we'll build a team of TD specialists centred around you. And, as your needs evolve, your wealth strategy will evolve with you. We take our relationship seriously – that means we'll be in touch with you on an ongoing basis so we can provide you with the information you need for a successful financial future. And when you need advice, we'll be there with a breadth of knowledge and expertise, along with the personalized attention you deserve.
The TD Advantage
Investment management is one of our key strengths and the cornerstone of every wealth strategy. Our investment philosophy is rigorous, disciplined and comprehensive, with a balanced approach to wealth preservation and growth. We draw support from the same high-calibre methods used by TD Asset Management with pension funds and foundations to bring an exclusive pension-style investment offer to our clients. While each investment mix is born from a client's personal wealth strategy, the approach behind those investments is highly structured - one that places an emphasis on preserving capital while aiming to deliver consistent and stable returns.
English
CFA Institute - Chartered Financial Analyst
University of British Columbia, BSc. - Cellular Biology and Genetics
Senior Portfolio Manager & Senior Investment Advisor
CFA
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 help ensure you’re on track to achieve the future you envision for yourself and your family.
As a Portfolio Manager, my mandate is to help you to preserve and grow your wealth through tailored investment solutions. With over 29 years of financial services and investing experience , I am actively focused on providing comprehensive wealth management solutions to individuals, families, estates & trusts, and charitable and business organizations.
I work with a talented group of colleagues and have access to their expertise and the resources of TD Bank Group. My role is to create a fully integrated and comprehensive plan for my clients, by ensuring that the appropriate TD specialists are brought in when required to apply their specialized knowledge to a particular situation. This can range from tax planning and estate planning, to credit and wealth protection needs. I believe that this collaboration is crucial to my clients' evolving needs – from helping with the accumulation of wealth to the preservation and transitioning of their wealth through their life.
I hold the Chartered Financial Analyst (CFA) designation and am a member of the CFA Institute as well as the CFA Society Vancouver.
I am a past member of the Board of Directors of Ronald McDonald House in Vancouver and actively involved in other interests in the community.
When I am not at work, I enjoy spending time with our two girls in their various activities. I also enjoy golf, skiing, travel and walks with our dog. Our family values also include the welfare of all animals, keeping youth active through sport, as well as protecting and preserving the world's oceans.
English
Past Board Member, Ronald McDonald House Vancouver
Administrative Associate
B.A.
Administrative Associate
Administrative Associate
Administrative Associate
Administrative Associate
