Warren has over 14 years experience in the investment industry working with high-net worth individuals, businesses owners and retirees to help them achieve their goals. In collaboration with TD specialists, he can provide a full-suite of wealth management services to his clients, including tax, estate, business succession and investment and wealth strategies. His dedication to exceptional client experiences and innovative financial strategies are the foundations of his business.
He holds a Financial Management Diploma from the British Columbia Institute of Technology. He and his wife Kathleen and two kids live in North Vancouver.