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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.
Toll Free: (888) 884-0660
Branch Office: (905) 331-2532
University of Toronto
Our approach to discovery is in-depth – we apply principles of behavioural finance to dig deeper and understand your wealth personality, your goals, your family, and your motivations – because your success can’t be understood with just a set of numbers.
At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you. You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers. It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.