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 in Vancouver.
Our investment philosophy is based on understanding goals, disciplined planning, insightful advice and effective risk management. This philosophy helps us manage risk and navigate an ever-changing investment landscape.
Prior to my role as Branch Manager, I led the Private Banking, Private Trust, Wealth Insurance Services and Wealth Advisory Services for TD Wealth in Atlantic Canada.
Prior to joining TD, I was with Grant Thornton Chartered Accountants in Halifax.
I live in North Vancouver with my wife Amy and our two sons.
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 an Assistant Branch Manager in Vancouver, 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. 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.
Our wealth solutions focus on four key areas to ensure we deliver a well-rounded wealth experience, one that is tailored to your clients.
• Building net worth
• Implementing tax-efficient strategies
• Protecting what matters
• Leaving a legacy
If you are an Investment Advisor or Portfolio Manager, you can count on TD to help you accelerate the growth of your practice. Our offering includes digital initiatives to keep you at the forefront of technological changes, access to leading investment solutions that complement your practice and a strong network of inter-bank referrals – which means consistent and high-quality leads all year long - another benefit of being part of the TD network. If you believe that you would be a good fit within TD's dynamic culture, let's connect!
When I’m not engaging with clients and/or advisors, I like to spend time with family and friends, travel, get outside for a run, and practice yoga and pilates.
Along with the Vancouver Management Team, I’m responsible for TD Wealth Private Investment Advice and Private Investment Counsel in the Vancouver market. This includes the downtown core, as well as North and West Vancouver, Burnaby, New Westminster, Coquitlam and Port Coquitlam. We have over 70 PMs and IAs and over 50 team members across this area, with offices located on 4 floors in the Vancouver TD Tower, 2 offices on the North Shore, 1 office in Coquitlam, and 1 office in Burnaby. Through our Discovery process, we uncover what truly matters to our clients, and then collaborate with our colleagues within TD Bank in order to provide our clients with a truly integrated and differentiated experience.
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 Manager, Client Services, I lead a team of Client Service Associates at the TD Wealth Private Investment Advice & Private Investment Counsel Richmond and Burnaby branches. 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 Investment Advisor and Portfolio Manager teams.
As a Manager, Client Services, I lead a team of Client Service Associates at the Vancouver Main, North Vancouver, West Vancouver and Coquitlam branches. 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.