My Role at TD Wealth
As a Senior Private Banker, it is my responsibility to provide proactive advice and responsive, personalized service to help create a strategy of effective banking and credit management solutions to assist our clients in organizing their day-to-day financial needs.
I have been with TD Bank Group for over 15 years and have held a variety of roles within TD Canada Trust and TD Wealth. I have extensive knowledge of the TD suite of banking and lending products and services, and specialize in providing integrated and tax efficient Banking and Credit Management strategies to high-net-worth clients, their families and small businesses. I love to travel, but home is in West Kelowna with my spouse and young daughter, and I can be found enjoying the bounty that the Okanagan has to offer, from hills to vineyards!