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As a Senior Private Banker with TD Wealth Private Banking my role is to work closely with our valued clients to help them identify what matters most to them regarding their financial vision. I aim to help clients achieve their financial objectives. I assist them with their often complex banking and credit requirements as part of their overall investment plan, alongside the support of a team of TD specialists. Those specialists include Investment Managers, Will and Estate Planners, Trust Advisors, Business Succession Planners, and Business Banking specialists.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.
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.
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.
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.