As a Senior Private Banker, I am privileged to work as part of the TD Wealth Private Banking Team in Regina. I believe clients have worked hard to build wealth so that they can enjoy life's priorities. Myself and other TD specialists can provide innovation banking, credit and investment strategies and help make your vision a reality.
I work with a limited number of clients which allows me to provide fast, flexible and personalized service with a high attention to detail. It is my goal to work in collaboration with you and your family to achieve what matters most to you.
I bring over 30 years of experience to my clients, gained through roles in retail and small business banking. Having worked closely with clients for many years, I have the industry experience to execute the complex banking and credit needs that are often required. It is my responsibility to champion the TD team that can support you in each area of your financial wellbeing including: wealth management, day to day banking, credit solutions and business banking. I also engage with TD specialists in tax, succession and estate specialists to provide holistic solutions.
Toll Free1(844) 231-2555
Dedicated To Helping You Achieve Your Vision Of Success
We will help you achieve your vision of success through:
Implementing tax-efficient strategies - you've worked hard to accumulate your wealth and we want to help you to make the most of it. Working closely with you and your tax advisors, we'll create an integrated wealth strategy that will help structure your investment portfolio to help reduce tax exposure while keeping income available as and when you need it.
Protecting what matters most to you - life is filled with uncertainty and that's why we're committed to delivering advice and solutions to help protect the things you value at every life stage. Whether through comprehensive risk strategies or connecting you with a specialist in trusts, estates and other risk mitigation products, we've got the expertise to create a comprehensive plan that's right for you.
Preparing for the legacy you want to leave - you are the architect of your legacy and we can help you with the blueprint. We'll collaborate with you to identify your top priorities, from estate planning and trusts to gifting and philanthropy. Our goal? To help you optimize the transfer of wealth to those who matter most to you.
A Distinct Discovery
To act for another, one must know the other as they know themselves. Starting with a blank page, an inquisitive mind and great deal of empathy, we ask numerous questions to reveal what is truly most important to you, your family and business. Each person's needs are unique and our goal is to offer you the relevant, customized wealth advice you deserve. We can only do that by getting to the heart of what matters most to you. That's why our approach is to understanding what is important to you, your family and your values. We want to discover everything about you, all the things in your life which make up you and your financial DNA.
Your unique goals
You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.