As a Senior Private Banker with TD Wealth, I work closely with a team of dedicated professionals to fully understand my client’s goals and dreams in order to provide them and their families with highly customized service and financial advice.
With over 10 years of financial services experience with TD, I specialize in providing personalized service and building strong and lasting client relationships. I take a holistic approach when working with high-net-worth families and their businesses to help them preserve, protect, and grow their financial assets while also ensuring a successful transition for the next generation. With a deep understanding of each client’s goals and values, I will work closely with a team of TD Wealth specialists to seamlessly provide unique and trusted solutions. This may include day-to-day banking, investments, credit solutions, estate planning, trusts, and business succession planning.