As a Senior 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.
In addition to providing personalized banking services, I can also help you find comfortable solutions to protect, grow and/or transfer your wealth. We work together to build a personalized and holistic wealth strategy, and then connect you to TD specialists who can help you implement your personalized wealth plan.
Our holistic wealth solutions focus on four key areas in order to ensure we deliver well-rounded, tailored solutions: building net worth, implementing tax efficient strategies, protecting what matters, and leaving a legacy.
I started my career at TD in the Okanagan in 1997, when I worked part-time while finishing my undergraduate studies at UBC Okanagan. Throughout my 25+ year TD career, I have held a variety of leadership, coaching, head office and client advisory roles.
When I'm not at work, my wife, daughter and I enjoy hiking and biking throughout the Okanagan, and we love spending time with friends and family. I love to play and watch most sports, and I am a passionate music fan and collector of vinyl, CD's and various bits of music memorabilia.
Toll Free1(877) 882-8001
University Of British Columbia - Okanagan
Banking and Credit Management
Planning for Major Purchases
Protecting Your Assets
Business Succession Planning
Passing on Your Wealth
Achieve what truly matters to you
What We Do
We engage in a collaborative consultation to fully understand your financial needs, priorities and goals. Family, business and experience are all considered. With a deep understanding of your priorities, a lead advisor connects you with a core team of TD specialists with expertise in everything from investment, estate and trust planning and philanthropy, to business succession and tax planning.
Through our discovery process we’ll connect you to the right relationship manager, who based on your specific needs, will build a team of specialists around you to help achieve your vision of success.
At TD Wealth, we believe in taking the time to discover what truly matters to you. You’ll have access to a team of TD specialists, 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.
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.