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As a Wealth Advisor with TD Wealth Private Banking, I am supported by a team of TD Specialists. I work with high net worth individuals, business owners executives and their families who are looking for a high level of attention and a long-term relationship for their wealth and banking needs. With building customized wealth management solutions, estate planning, planning for retirement, charitable giving, and business succession planning, we can provide a high touch, holistic approach to high net worth clients. This focused approach allows my team to spend more time simplifying our clients lives, working when necessary with their other professional advisors to help deliver integrated financial solutions.
My family has lived in the Fraser Valley for the past 30 years with my career always being in the Fraser Valley. I have been with TD for 35 years in various roles prior to moving to TD Wealth Private Client Group in 2006. I have my Professional Financial Planning (PFP) designation.
During my free time I enjoy the outdoors and fishing at our cabin in the Caribou, walking, travelling to sunny Palm Springs and volunteering at the local food banks. I also have a new granddaughter who I love spending time with.
At TD Wealth, we believe that each client’s needs are truly unique. Our goal is to offer you the relevant, customized wealth advice you deserve - and we can do that only by fully understanding you. That's why we take a unique approach to understanding you, your family and your values. Whether your needs are straightforward or complex, we're dedicated to delivering tailored, comprehensive, wealth management strategies that are rooted in your goals. We will stay in tune with your needs and help ensure you're on track to achieve the future you envision for yourself. For more information, click on the image below.
Toll Free: (877) 654-8875
Branch Office: (604) 613-1855
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.
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