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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.
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.
We know how important it is to build your wealth so you can enjoy life’s priorities and achieve your vision for the future. Working together we can develop innovative strategies to help grow your net worth by identifying which credit strategies and investment solutions match your current lifestyle and needs. Our team of professionals can work with you to develop an effective plan to help you make your vision a reality.
You've worked hard to accumulate your wealth and we want to help you to make the most of it. Working closely with you and your tax advisors, we'll create an integrated wealth strategy that will structure your investment portfolio to help reduce tax exposure and keep income available as and when you need it.
Life is filled with uncertainty and that's why we're committed to delivering advice and solutions to help protect the things you value at every life stage. Whether through comprehensive risk strategies or connecting you with a specialist in trusts, estates and other risk mitigation products, we've got the expertise to create a comprehensive plan that's right for you.
You are the architect of your legacy and we can help you with the blueprint. We'll collaborate with you to identify your top priorities, from estate planning and trusts to gifting and philanthropy. Our goal? To help you optimize the transfer of your wealth.
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.