As a Wealth Advisor with TD Private Client Group, I am dedicated to work with families as I take a holistic approach to help identify financial goals and develop a comprehensive wealth management strategy tailored to their own personal needs. I draw on the expertise of the TD Wealth Private Client Group of specialists to provide a range of services, including investments, estate planning, and trusts. My focus is to provide my clients with convenience, flexibility and trusted advice.
I have led an extensive career that has spanned over 30 years, specializing in advising high net worth clients and their families. Over the course of my career, I have built broad experience in the areas of complex lending, day-to-day banking, estates and trusts, investments and financial planning. I have successfully achieved the Personal Financial Planning designation and currently I am working towards the Certified International Wealth Manager designation.
I am passionate about our community! I am a corporate cabinet member of the Edmonton JDRF Ride for Diabetes, as well, an active volunteer for the Canadian Diabetes Association and Children's Miracle Network. I am married and mother of 2, and together we enjoy travelling, and simply spending time together.