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As a Wealth Advisor with TD Wealth Private Wealth Management, I work with a Team of professionals to assist high net-worth families achieve their financial goals and dreams.
The cornerstone of my approach is investing time in a legendary Discovery conversation to learn about my clients lives, dreams and experiences. This intimate approach allows me to prepare a personalized Wealth Strategy for my clients which includes engaging TD Specialists who can provide clients with expertise for complex credit, estate & high net worth planning, investment management and other sophisticated financial solutions.
I differentiate myself from other Advisors with a broad skill-set, unique life experiences, and a history of personal successes. My life and career have challenged me to work hard, diversify my interests, and to set goals, exceed expectations, and to continuously self-improve. In the years' ahead, I hope to continue to meet these challenges.
I joined TD Wealth in October 2010 and I have over 15 years' experience working with some of Canada's most successful families and their businesses. During my lifetime in financial services, I have worked in cities across Canada in wealth management, private banking, commercial lending, and trade finance.
I have a Master of Business Administration (MBA) from the Ivey Business School at the University of Western Ontario and a Bachelor of Commerce (hons) with distinction from the University of Manitoba. I also studied at the University of Plymouth, England and the University of Melbourne, Australia on international exchange.
I hold the following designations: Certified Financial Planner (CFP®), Chartered Investment Manager (CIM®), Certified International Wealth Manager (CIWM), and Fellow of the Canadian Securities Institute (FCSI®). I am also a proud graduate of St. Paul’s High School in Winnipeg, Manitoba where my father taught mathematics for over 35 years.
I am active in the community and I currently volunteer with the Wood’s Homes Foundation in Calgary, Alberta. In my spare time, I like to jog, golf, snowboard, travel and enjoy a glass of wine with family and friends.
Branch Office: (403) 503-4800
Bachelor of Commerce (hons), MBA, Certified Financial Planner (CFP®), Chartered Investment Manager (CIM®), Certified International Wealth Manager (CIWM), Fellow of the Canadian Securities Institute (FCSI®)
Our approach to discovery is in-depth – we apply principles of behavioural finance to dig deeper and understand your wealth personality, your goals, your family, and your motivations – because your success can’t be understood with just a set of numbers.
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.