As a Private Banker, I ensure that my clients needs are met in a prompt and precise manner. I understand that the needs of high value clients can be extremely complex and, when appropriate, I engage only the most trusted TD Specialists who can provide the expertise necessary to address those concerns. Our Specialists are well versed in estate and tax planning, business succession planning, investment strategies, investment management and philanthropic giving, all of which would be easily coordinated by one, direct, point of contact. My goal is to deliver a holistic solution through the use of my own experience and knowledge as well as the experience of the specialists around me to ensure that all of my clients can have the comfort of knowing their financial well-being is being taken care of.
I have been an employee of TD Bank for over 8 years and had found my niche in delivering tailored financial advise to high value families through my work as a Champion Financial Advisor. In my first few years working for TD Bank I was also completing my Honours BA from the University of Toronto majoring in Public Policy and Public Law. I currently hold my Certificate in Financial Services Advice from Canadian Securities Institute and am in the final stages of acquiring my Personal Financial Planner (PFP) designation.