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As a Senior Private Banker, I provide High Net Worth clients and their families with tailored financial advice and banking services. I work with a team of Wealth specialists that provide advice in Estate Planning, Investments, Trusts, Charitable Giving and Business Succession Planning.
I have been with TD for the past 14 years in Calgary, working as a Relationship Manager in both Retail Banking and Business Banking.
I am passionate about helping my clients develop a robust Wealth Strategy that will help them achieve their financial goals. It is important to me to ensure that my clients receive sound financial advice and counsel and as such I am committed to continued learning. I am proud to have completed the Professional Financial Planning Course and I am currently working towards obtaining my Certified Retirement Specialist designation.
My mission is to build strong and lasting relationships with a deep understanding of my clients' goals and ambitions to help them fulfill their dreams.
Branch Office: (403) 503-4800
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.