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Senior Private Banker
Tailored solutions in tune with your needs and the needs of those you care about
2300 Steeles Avenue West Suite 180 Vaughan, ON L4K 5X6Map
As a Senior Private Banker my primary focus is to listen intently to understand the diverse needs of my high net worth families. I pay close attention to detail when engaged in conversation and interaction. I believe this strategy plays a vital role in bringing forth the appropriate banking solutions as well as TD specialists to the forefront. In collaboration with TD specialists, my value proposition is executing client needs with accuracy and efficiency to save you time, enhance your wealth and assist with planning your legacy. I have the pleasure of working with a dynamic team of Wealth Advisors, Investment Money Managers, Estate & Trust Professionals and Tax Planning Specialists for you personally as well as your business. Together we understand the importance of protecting what matters to you by preparing for every possibility at various life stages. I started my career with TD in 2002 and joined the Wealth division in 2010. Throughout my years in the financial service industry I've gained knowledge and expertise in relationship building, innovative banking, complex credit solutions and diversified investment needs. I've completed my Canadian Securities Course (CSC) & currently enrolled to complete my Personal Financial Planning (PFP) designation. I take pride in the relationships I've built over the years. I believe that establishing a strong connection serves as the foundation for building trust & confidence in a healthy financial relationship.
Toll Free: (866) 331-1404
Branch Office: (905) 660-1802
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.
Investment Strategies
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
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