As a Wealth Advisor, I take a holistic approach to meeting my clients personal and business financial needs through a wide range of wealth management, banking and credit solutions.
I work with them to help identify financial goals and then draw on the expertise of the TD Wealth specialists to create and implement an integrated wealth management solution. This can include estate, trust and tax services, business succession planning, investment strategies and investment management. I can also coordinate the work of TD Bank Group specialists in business banking and philanthropic giving.
My education is comprised of a bachelor's degree in economics and other accreditations from the Canadian Securities Institute.
During my spare time I like to ride motorcycles, fly fish, and enjoy the great outdoors.