My Role at TD Wealth
Ernie works with high-net worth individuals, business owners, professionals and their families to provide a high touch delivery of their wealth and banking needs. Supported by the strength and resources of TD Bank Group, and using TD's exclusive discovery processes, he provides customized relevant wealth management and banking solutions to help clients achieve what truly matters to them. Working with his client strategy team can mean developing an estate plan, managing complex credit, investment management, planning for retirement, charitable giving, or business succession strategies. Together we align the best solutions to your core values.
Our People, Your Team
TD Private Wealth Management has industry leading specialists to bring a coordinated set of solutions to help you achieve what truly matter to you.
Using a behavioral finance approach Ernie strives to get to the root of client goals. This approach often leaves clients more aware of their financial blind spots and tendencies, as well as how some of their actions may be sabotaging their investing decisions. To learn more about behavioral finance, please peruse the magazine below.
Ernie's career with TD has spanned over 35 years, specializing in advising high-net-worth clients and their families. Ernie has completed his Personal Financial Planning designation, and is a Certified International Wealth Manager and a Certified Executor Advisor. When not at work, he likes to spend time with family and friends golfing, boating and generally enjoying the lifestyle afforded in the beautiful Okanagan region of British Columbia.