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As a Senior Private Banker with TD Wealth Private Banking, I have a team of banking and credit professionals to provide a select group of clients and their families with tailored financial counsel and services. I have lead an extensive career that has spanned over 20 years, specializing in advising high-net-worth clients and their families. As a dedicated planner, I design comprehensive banking, personalized short- and long-term lending, and flexible credit packages for my clients. Through TD Wealth, I work with a team of specialists that can provide me a range of services – including investments, estate planning, and trusts – to meet each client's specific needs. To ensure personalized service and attention to detail, my team and I work with a limited number of clients. This focused approach allows the team to spend more time simplifying our clients' lives, working when necessary with their other professional advisors to deliver integrated financial solutions. I hold an honors degree in Economics, and have completed my PFP. I have worked with and been a committee member for such great organizations as Ovarian Cancer Canada, United Way, JDRF, and Canuck Place.
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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.
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