As a Wealth Advisor with TD Wealth Private Wealth Management, I work with a team of TD specialists to assist high net-worth families with investable assets of $1 million+ and help them achieve their financial goals and dreams.
The cornerstone of my approach is investing time in a legendary Discovery conversation to learn about my client's lives, dreams and experiences. This intimate approach allows me to prepare a personalized Wealth Strategy for my clients engaging TD specialists in all facets of TD Wealth's 4 Pillars of Wealth Management:
1. Building net worth:
In collaboration with TD specialists, I can help grow your net worth by identifying credit strategies, banking solutions, and investment solutions that match your current lifestyle and needs.
2. Implementing tax-efficient strategies:
Working with your current trusted professionals and TD specialists, I can create an integrated wealth strategy that will structure your investment portfolio, real estate and other financial assets to help reduce tax, reduce potential liability, and help maximize after-tax income.
3. Protecting what matters:
Life is filled with uncertainty and we deliver advice and solutions to help protect the things you value at every life stage. Through comprehensive strategies and connecting you with a TD specialist in trusts, estates and other risk mitigation products, we will help ensure your Wealth Strategy works.
4. Leaving a legacy:
We will explore estate planning, trusts, gifting strategies, and philanthropy to help you optimize the transfer of your wealth. I believe this is a key Wealth Essential need that is often overlooked.
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 20 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.