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As a Senior Private Banker, my goal is to deepen and strengthen the relationship between the client and TD Bank overall. Using a holistic approach I proactively address my client's personal and business financial needs through a wide range of wealth management, banking and credit solutions.
I work with clients to establish both personal and financial goals, I help identify obstacles to these goals, and then utilize the expertise of TD Wealth Private Client Group specialists to help create and implement an integrated wealth management solution in order to achieve these goals. This can include Estate, Trust and Tax Services, Business Succession Planning, Investment Strategies and Management, in addition I can co-ordinate with both TD Business Banking and Philanthropic Giving to ensure all of the client's life and legacy goals are duly covered.
I joined TD Wealth Private Client Group in 2010. Prior to joining TD, I spent many years in various roles with other Financial Institutions. I worked primarily within retail and commercial banking where I dealt with the lending, banking, and investment requirements for my clientele for 8 years, working with small business and commercial clients . Prior to small business and commercial banking, I worked in the wealth advisory industry for five years, and as a public accountant for four years prior to becoming an Investment Advisor. My education is an Honours in Bachelor of Commerce and Finance, with a specialization in accounting. I have successfully completed both my CSC, CPH, CRS and PFP.
Toll Free: (866) 331-1404
Branch Office: (905) 660-1802
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.