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With over 10 years of financial services experience, I have been actively focused on providing comprehensive financial management and solutions to high net worth individuals and families, estates & trusts, and charitable and business organizations.
An accredited Personal Financial Planner, I have earned the professional designation of Certified International Wealth Manager (CIWM) and Fellowship of the Canadian Securities Institute (FCSI). In addition, I hold a Bachelor of Science Degree from York University. A resident of Toronto, I am actively involved with the Leukemia and Lymphoma Society of Canada. And, in my spare moment I enjoy fitness and personal wellness.
I will work with you every step of the way to help you progress towards achieving the goals and dreams you and your family share.
Getting to know what truly matters to you is our top priority. Applying principles of behavioural finance allows me to dig deeper and understand your personality, your goals, your family, and your motivations.
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.