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 provide 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, you'll find me enjoying my season seats at a Toronto FC match, refereeing soccer across Ontario at a Provincial level, spending time with my Golden Retriever, Archer, and occasionally working on my golf game.