At TD Wealth, Private Banking, the clients we serve are just as diverse as the advice we provide. From customized day-to-day banking to complex borrowing and credit solutions, my clients and their families receive the advice they need to Build their Net Worth; Protect What Matters; Implement Tax Efficient Strategies; and Leave a legacy.
Collaborations with various TD specialists like Commercial Bankers, Tax and Estate Planners, Business Succession Planners, Investment Advisors and others ensure that the advice my clients receive is holistic. Pulling from over 10 years of retail banking experience, including 5 years in various branch management positions, I am committed to providing service of the highest levels, to help ensure the advice my clients receive is just as valuable.
Previous to my time with TD Wealth, I spent 10 years in the retail banking network with TD Canada Trust. This includes over 2 years as a Small Business Advisor. I spent 5 years in various branch management positions that took me from Whitby to the Kawartha Lakes. Most recently, I was the Branch Manager at a TD Canada Trust in North Oshawa for nearly 2 years.
Outside of work, I love to spend time with my family in Cobourg, where we moved in May 2019. My spouse and I have a daughter, Brooke, born March 2019, and two rambunctious dogs - a golden retriever and chihuahua. We love to cook, and I'm also an avid supporter of Manchester United and have season seats for Toronto FC in section 111!