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With more than 18 years of financial services, small business banking and investment experience, I am a Senior Private Banker actively focused on helping to provide comprehensive wealth management services and solutions to high net worth individuals and their families. I understand the importance of building long lasting relationships by taking a holistic approach to providing advice. I work closely with a team of TD specialists in the areas of investment management and strategies, estate planning, trust, business banking, philanthropy and tax mitigation to help meet the unique needs of my clients.I have the pleasure of working with an extraordinary group of colleagues who have a passion for providing a legendary customer experience to both our new and existing High Net Worth families.
Getting to know what truly matters to you is our top priority. Applying principles of behavioural finance allows me to dig deeper and understand your personality, your goals, your family, and your motivations.
Branch Office: (780) 408-6054
I volunteer monthly for the United Way through their Financial Pathways Collaborative. Within this group we endeavor to provide financial literacy in the community to people living below the poverty line, new residents to Canada and underprivileged youth.
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.
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