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As a Senior Private Banker, I take a holistic approach to helping meet my clients personal and business financial needs through a wide range of banking and credit solutions.
I work closely with clients to help them identify financial goals and then engage TD Specialists as required who can help clients create and implement an integrated wealth management solution.
My role is unique in that I work primarily with the TD Wealth Private Investment Advisors as a trusted colleague in their wealth offering to their High Net Worth Clients.
The goal is to expand our market share in the HNW space by introducing the TD Wealth offering as a team approach. I work with an extraordinary group of Investment Advisors who have a passion for providing a legendary customer experience.
Branch Office: (780) 408-6054
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.