As a Senior Private Banker, 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 my clients to help identify financial goals and then draw on the expertise of TD Wealth Private Client Group 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.
I hold a Personal Financial Planning designation (PFP) and have 25 years of experience in various roles working with high net worth clients within TD Bank Group.