As a Senior Private Banker, at TD Wealth Private Banking services, I work with a team of wealth professionals and TD specialists which include Portfolio Managers, Investment Advisors, Private Trust Officers and Business Succession Planners. Together we assemble a comprehensive goals-based plan which covers the complexities of tax planning, cash management, long-term investing and estate planning strategies. I act as the main point of contact for my clients and help guide them through all the stages of their lives with the utmost care and professional advice.
I have over 16 years of banking experience with TD. My experience at TD includes, Retail – TD Canada Trust Branch Manager, Manager of Financial Services and Financial Advisor. In addition to my banking experience, I am committed to continuous education. I have completed the Professional Financial Planning course. I have earned a certificate in Financial Services Advice and I am working on completing the Certified International Wealth Manager designation. I aim to be active in the community by participating in the Big Brothers, Big Sisters Bowl for Kids' Sake and I am always looking to become more active in the community. I am married with three children and I enjoy everything about hockey, travelling, and spending time with family.