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Private Banker
Working together to help you achieve what truly matters to you
360 Main Street 21st floor Winnipeg, MB R3C 3Z3Map
As a Private Banker, my team and I take a holistic approach to helping meet our clients personal banking needs through a wide range of banking and credit solutions. With busy lives and growing wealth, I am here to support you and your family through each stage, and offer a variety of solutions to support you.
I work closely with clients to help identify their financial goals and then engage TD Specialists who can help clients create and implement an integrated wealth management solution. I provide high touch financial management for clients day-to-day banking and personal lending needs.
Moreover, I focus on identifying undiscovered financial goals and connecting our clients with TD Specialists who are able to provide expertise and guidance on a wide range of products and services tailored to each client's specific investment, estate planning, trust and business succession planning needs.
Branch Office: (204) 988-2210
Investment Strategies
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
You have questions, I have answers. Let's have a quick chat.