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As a Senior Private Banker, at TD Wealth Private Client Group, I work with a team of wealth professionals which include Portfolio Managers, Investment Advisors, Private Trust Officers and Business Succession Planners that help deliver peace of mind to my high-net-worth clientele. Together we assemble a comprehensive plan which covers the complexities of tax planning, cash management, long-term investing and estate planning. 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 14 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 two children ages 1 and 3 and I enjoy everything about hockey, travelling, and spending time with family.
Branch Office: (905) 501-8105
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.