As a Private Banker, I take a holistic approach to meeting my clients personal and business financial needs through a wide range of wealth management, banking and credit solutions.
I work with my clients to help identify financial goals and then draw on the expertise of TD Wealth Private Client Group specialists to create and implement an integrated wealth management solution. This can include estate, trust and tax services, business succession planning, investment strategies and investment management. As a Private Banker I can also coordinate the work of TD Bank Group specialists in business banking and philanthropic giving.
My education is comprised of a diploma in Marketing and Marketing Administration. I have also received the Personal Financial Planning designation.
During my spare time I like to take long drives with my wife and two children.