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As a Wealth Advisor, I draw on the depth of a core team of TD specialists to create and implement unique and holistic wealth management solutions for affluent Canadians and their families. I am passionate about working with successful entrepreneurs, business owners and their families, professionals and corporate executives; helping them with the various aspects of their wealth needs. My clients leverage the expertise that is provided through TD specialists in investment management, cross-border banking, business succession, commercial banking, philanthropy and estate and trust planning.
With over 12 years of experience in financial services, I have had the privilege of providing personalized, discrete financial counsel to a select group of high-net-worth families and their businesses throughout western Canada. My education consists of a Bachelor of Science degree in Electrical Engineering from the Monterrey Institute of Technology in Mexico City, and a Master of Business Administration degree from the University of Saskatchewan. In my spare time I enjoy travelling to sunny destinations, spending time with family, and star & planet watching in the backyard.
The distinct discovery process we use will take you through some behaviour questions and how you really make decisions. And when it's all done, a diagnostic using behavioural finance will take all that information, how we can work best with you and what the next steps are in creating your wealth strategy - prioritized by what matters to you. A wealth strategy which manages the important things like your retirement, your kid's education, your family cottage - not just your money.
Armed with a deep understanding of your priorities and values, we'll work with a core team of specialists to help you achieve your goals. And, as your needs evolve, your wealth strategy will evolve with you. We take our relationship with you seriously – that means we'll be in touch with you on an ongoing basis so we can provide you with the information you need for a successful financial future. And when you need advice, we'll be there with a breadth of knowledge and expertise, along with the personalized attention you deserve.
Branch Office: (780) 408-6054
B.Sc. Electrical Engineering, Master of Business Administration, University of Saskatchewan
Kinsmen Club of Edmonton
Getting to know what truly matters to you is our top priority. Applying principles of behavioural finance allows me to dig deeper and understand your personality, your goals, your family, and your motivations.
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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