As a Wealth Advisor with TD Wealth Private Banking, I work with a team of banking and wealth professionals to provide a select group of clients and their families with tailored financial counsel and services.
I have led an extensive career at TD that has spanned over 25 years, specializing in advising high-net-worth clients and their families. To help me advise my clients I have obtained designations in Financial Management Advisor (FMA), Personal Financial Planning (PFP) and most recently Certified International Wealth Manager (CIWM).
As a dedicated Wealth Advisor, I design comprehensive banking, personalized lending and flexible credit packages for my clients. Through TD Wealth Private Banking, I work with a team of specialists that can provide access to a wide range of advice – including investments, estate planning, trusts, and business succession planning.
To provide personalized service and attention to detail, my team and I work with a limited number of clients. I believe the key to our success is building strong and lasting client relationships with a deep understanding of client's goals and ambitions to help them realize and fulfill their dreams.