As a Senior Private Banker, I work with high-net-worth individuals, business owners, executives and their families who are looking for a high level of attention and a long-term relationship for their wealth and banking needs. At TD Wealth, we have a professional team, which includes Private Trust, Private Investment Advice, Private Investment Counsel and the High Net Worth Planning team, to help our high net worth clients. Being a trusted team player on the advisory team for the portfolio, I have to ensure all clients receive the complete and high-level on-boarding experience.
I have a Bachelor of Arts degree from the University of British Columbia, as well as the Personal Financial Planner (PFP) designation and the Certificate in Retirement Strategy.
I joined TD in 2000. Pervious to my current role, I was a Financial Planner, Mobile Mortgage Specialist and held various roles within TD Bank Group.