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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.
We know how important it is to build your wealth so you can enjoy life’s priorities and achieve your vision for the future. Working together we can develop innovative strategies to help grow your net worth by identifying which credit strategies and investment solutions match your current lifestyle and needs. Our team of professionals can work with you to develop an effective plan to help you make your vision a reality.
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 structure your investment portfolio to help reduce tax exposure and keep income available as and when you need it.
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.
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 your wealth.
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.