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 led an extensive career that has spanned over 20 years, specializing in advising high-net-worth clients and their families.
I design comprehensive banking, personalized short- and long-term lending, and flexible credit packages for my clients. Along side a team of specialist, I can provide a range of services including investments, estate planning, and trusts to meet each client's specific needs.
To provide 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 the designation Financial Management Advisor (FMA) and I am a member of the Toronto Midtown Business Association (TMBA).