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.

We offer Personalized Planning and Advice including Building Your Net Worth, Protecting What Matters, Implement Tax-Efficient Strategies, and Leaving a Legacy.

We believe in our vision, our team – and your future. We believe in serving Canadian families with leading-edge behavioural science, which provides insight into how people make decisions, so we can discover and address financial blind spots. And most of all we believe in informed advice that’s designed to help:

• Grow your net worth based on carefully selected investment solutions
• Keep more of what you’ve earned through tax-efficient investing strategies
• Protect what matters from disruption and other external risk factors
• Build a personal legacy using estate planning, trusts and philanthropy

I actively support a very impactful and purpose-driven group of Investment Advisors and Portfolio Managers located in the heart of Toronto's Financial District. Let’s talk about what I can do to elevate your practice and do great things for You, Your team and Your Clients.

I'm enjoying the best job ever and living my very best life in one of the world's most dynamic and wealthiest cities. Let me convince you TD Wealth Private Investment Advice is the best place for you to grow your practice and service the very best clients in Canada - Your Clients. 

I am happily married for 15 years, have one teen daughter, a cat and a dog and live in the Beach.  I have had the good fortune of travelling to well over 30 countries and now enjoy the simple life.  I am blessed to know that my job involves real outcomes for real people and that's what is truly important.

My management style is focused on understanding your wants and needs; helping you grow your practice; and continue to do great things for your clients. I look forward to showcasing what separates TD Wealth Private Investment Advice from other dealers.

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.