With over 23 years of experience in the financial services industry and having completed my Personal Financial Planner designation, I can provide complex banking and credit recommendations based on your financial goals. I am also studying to complete the Certified Financial Planner designation. The way I work with my clients is to help you clearly state what is important to you and then build a banking strategy to help support your vision.
As your TD Wealth Private Banker, I am committed to proactively reviewing your banking with TD and providing you with sound financial advice and customer service. I pride myself on delivering ongoing personalized attention to your daily banking needs, and making recommendations suited to your personal goals. Our team works closely with our High Net-Worth Families and clients to help identify financial goals and then draws on the expertise of TD specialists to create and implement an integrated wealth management solution. This includes estate, trust and tax services, business succession planning, retirement strategies and investment management. To bring specialized thinking to unique situations, we can coordinate the work of TD professionals in business banking and philanthropic giving.
My goal is to make sure TD is constantly providing you with our best services and solutions, to simplify your financial life, and allow you more time to focus on the other things that matter the most.
On a personal note, my wife and I just adopted a beautiful newborn baby this year. Together we love spending time outdoors, pursuing adventure activities like kayaking, hiking, and even zip lining. I’ve recently become passionate about cross country mountain biking and I’m looking forward to introducing my daughter to the trails in and around Calgary. And as an animal lover, I can't resist stopping to say hi to any dog I see.