I joined TD in 1995 and have truly enjoyed the journey with this incredible company. My previous roles include Small Business Advisor, Manager of Financial Services and Branch Manager all of which have contributed to my current success as a Senior Private Banker.
I take a holistic approach to meeting my clients personal and business financial needs through a wide range of wealth management, banking and credit solutions. I work with my clients to help identify financial goals and then draw on the expertise of TD Wealth Private Client Group specialists to create and implement an integrated wealth management solution. This can include estate, trust and tax services, business succession planning, investment strategies and investment management. I can also coordinate the work of TD Bank Group specialists in business banking and philanthropic giving.
My commitment to continuous education has earned me the Personal Financial Planner (PFP) designation from the Institute of Canadian Banker. I am committed to establish long term, value added relationships with my client's that begins with understanding their goals and dreams, and then delivering.