Management Team
As a TD Wealth Branch Manager, I lead a diverse and inclusive team of Investment Advisors and Portfolio Managers charged with seeking to exceed clients’ needs for asset accumulation, preservation and growth at Toronto. Our investment philosophy is based on understanding your goals, disciplined planning, insightful advice and effective risk management. This philosophy helps us manage risk and navigate an ever changing investment landscape.
As an Assistant Branch Manager with TD Wealth Private Investment Advice, I lead a diverse and inclusive team of Investment Advisors and Portfolio Managers charged with seeking to exceed clients’ needs for asset accumulation, preservation and growth at Toronto Summit 11 in the heart of Toronto's Financial District. Our investment philosophy is based on understanding your personal goals, disciplined planning, insightful advice and effective risk management. This philosophy helps us manage risk and navigate an ever-changing investment landscape.
As a Manager, Client Services, I lead a team of Client Service Associates at the Toronto Summit 11 Branch. My goal is to seek to promote and maintain an exceptional employee and client experience, oversee branch operations as well as support the business goals of our team.
As a Manager, Client Services, I lead a team of Client Service Associates at the Toronto Summit 11 Branch. My goal is to seek to promote and maintain an exceptional employee and client experience, oversee branch operations as well as support the business goals of our team.