As a Senior Private Banker, I take a holistic approach to meeting my clients personal and business financial needs through a wide range of wealth management, banking and credit solutions.
I work with my clients to help identify financial goals and then draw on the expertise of TD Wealth Private Client Group specialists to create and implement an integrated wealth management solution. This can include estate, trust and tax services, business succession planning, investment strategies and investment management. As A Senior Private Banker I can also coordinate the work of TD Bank Group specialists in business banking and philanthropic giving.
I joined TD in 1986 and have truly enjoyed the journey with this incredible company. My commitment to continuous education has earned me the Professional Financial Planner (PFP) designation from the Institute of Canadian Banker and Certificate in Retirement Strategies from Canadian Securities Institute.
I am an active volunteer in my community and committee member of the TD Women in Leadership program.