As a Senior Private Banker, I take a holistic approach to meeting my clients’ financial needs, pairing professional, highly tailored banking and credit solutions with an authentic personal relationship. I pride myself on being fully invested in my clients’ well-being, with my commitment extending beyond the banking experience. With a deep understanding of each client’s goals and values, I create and implement unique and integrated wealth management solutions. In order to accomplish this, when appropriate, I engage other TD Specialists who can provide clients with expertise in the areas of estate, trust, and tax business succession planning, investment strategies and investment management. I can also coordinate the work of TD Wealth specialists in business banking and philanthropic giving.
I've been a trusted advisor to families in the area since 2010, joining TD Wealth in 2015. Prior to joining TD, I was a licensed Investment Advisor solely managing a portfolio of high and ultra-high net worth families for one of Canada's largest financial institutions. I hold a Bachelor of Business Administration Honours Degree with a major in Economics. I hold a number of accreditations specific to wealth management and high net worth financial planning, along with being a registered Personal Financial Planner (PFP) designation holder.
I'm passionate about the success of my clients, as well as our community. I enjoy contributing time to a number of community organizations, with a particular interest in improving the financial literacy of young adults through financial seminars at various educational institutions and not for profit organizations.