Increasing wealth brings with it increasing freedom, opportunities and complexities. In today's rapidly-changing environment, financial decisions involving our wealth have to be made with more consideration and handled with more diligence. As a Senior Private Banker with TD Wealth Private Client Group, my commitment is providing high net worth clients and their families with this peace of mind having the comfort that their finances are firmly managed according to their vision and dreams.
To achieve this commitment, my practice is governed by putting my clients first, partnering with my dedicated team of professionals - all specialists within their respective fields – and providing appropriate wealth strategies through a comprehensive solution that is completely tailored to my clients' vision and dreams.
I have an Honours Bachelor of Science degree from University of Toronto and hold the Certified Financial Planner (CFP) and Chartered Investment Manager (CIM) designations. With my extensive banking background from working with some of Canada's largest institutions, I firmly believe this helps me to navigate and advice my clients with more insights, clarity and anticipation.