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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.
Branch Office: (780) 408-6054
B.Sc. Electrical Engineering, Master of Business Administration, University of Saskatchewan
Kinsmen Club of Edmonton
Our approach to discovery is in-depth – we apply principles of behavioural finance to dig deeper and understand your wealth personality, your goals, your family, and your motivations – because your success can’t be understood with just a set of numbers.
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.