Dennis has had an extensive career with TD Bank Group spanning more than 20 years, most recently as a Branch Manager in Calgary. He is extremely knowledgeable regarding retail banking, investments, Group Savings Plans and educating self-directed investors. Dennis is passionate about providing his clients with sound financial advice and has obtained formal designations by completing the Professional Financial Planner Course and is licensed with the Canadian Securities Commission.
Dennis provides high touch financial management for his clients' day-to-day banking and personal lending needs. He also has experience identifying undiscovered financial goals and connecting his clients with TD Wealth professionals who are able to provide expertise and guidance on a wide range of products and services tailored to each client's specific investment, estate planning, trust and business succession planning needs.
Dennis' team works with a limited number of High Net Worth clients with a focus on garnering a deeper understanding of their goals and ambitions to help them realize and fulfill their dreams.