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As a Wealth Advisor, it is my responsibility to guide existing and prospective TD customers through the process of transitioning to the world of TD Wealth (a place where specialists work to help simplify - and add value to - the lives of high-net-worth individuals and families).
I do not manage wealth or investments. Instead, I meet with clients to learn about their values, priorities and goals and then find the appropriate TD specialist to bring into the conversation. Whether it's a GIC specialist, a Will & Estate Planner, or an alternative investment guru, TD Wealth has a great team of industry professionals that I can turn to in order to provide what I believe to be world class service and advice to my customers.
Branch Office: (403) 503-4800
Bachelor of Arts (Honours) in Business Law at Carleton University, Master of Arts in Legal Studies at Carleton University
Business Advisor at Haskayne School of Business, Past Business Coach at Momentum Calgary, Past GenNext Core Team Member at United Way Calgary, Past NextGen Vice Chair at United Way Ottawa
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.