As a Senior Private Banker, with TD Wealth Private Client Group, I work with a team of wealth professionals to assemble a comprehensive plan which assists in covering the complexities of tax planning, cash management, long-term investing and estate planning strategies. I act as the main point of contact for my clients and guide them through all the stages of their lives with the utmost care and professional advice.
I started my career in banking with Canada Trust in 1990. Prior to the Senior Private Banker role, I held positions as a TD Canada Trust Branch Manager, TD Mobile Mortgage Specialist, and spent a number of years in advisory positions in retail banking throughout the GTA. I am also committed to continuous education. I have completed the Professional Financial Planning course (PFP) Canadian Securities Course (CSC), Branch Compliance Officer Course (BCO) along with the Wealth Management Essentials Course. I am currently enrolled on the pathway to become a Certified Retirement Specialist.
I am also an avid sports fan and still find time to play competitive baseball and hockey. I currently reside in Caledon with my wife Anita, who is an avid equine enthusiast. We have three children – the eldest is in her third year at Trent University, my son in his first year at Algonquin College, and my youngest daughter in grade two!
Dedicated To Helping You Achieve Your Vision Of Success
We will help you achieve your vision of success through:
Implementing tax-efficient strategies - you've worked hard to accumulate your wealth and we want to help you to make the most of it. Working closely with you and your tax advisors, we'll create an integrated wealth strategy that will help structure your investment portfolio to help reduce tax exposure while keeping income available as and when you need it.
Protecting what matters most to you - life is filled with uncertainty and that's why we're committed to delivering advice and solutions to help protect the things you value at every life stage. Whether through comprehensive risk strategies or connecting you with a specialist in trusts, estates and other risk mitigation products, we've got the expertise to create a comprehensive plan that's right for you.
Preparing for the legacy you want to leave - you are the architect of your legacy and we can help you with the blueprint. We'll collaborate with you to identify your top priorities, from estate planning and trusts to gifting and philanthropy. Our goal? To help you optimize the transfer of wealth to those who matter most to you.
A Distinct Discovery
To act for another, one must know the other as they know themselves. Starting with a blank page, an inquisitive mind and great deal of empathy, we ask numerous questions to reveal what is truly most important to you, your family and business. Each person's needs are unique and our goal is to offer you the relevant, customized wealth advice you deserve. We can only do that by getting to the heart of what matters most to you. That's why our approach is to understanding what is important to you, your family and your values. We want to discover everything about you, all the things in your life which make up you and your financial DNA.
Your unique goals
You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.