As an Associate Portfolio Manager and Investment Advisor, I provide wealth management services to a select group of high-net-worth families, helping them manage wealth today and for future generations. By listening to my clients, they told me they prefer disciplined investment advice, and personalized investment advisory services. I create personalized financial solutions by taking the time to understand what’s important to you. My process includes a comprehensive wealth plan that offers a strategy to help you achieve your financial goals and dreams. My goal is to maximize your wealth through patient, prudent, risk-aligned wealth planning and investing.

I have been working with TD since 2007. As part of the Business Banking Group within TD Canada Trust, I structured complex lending arrangements across a broad scope of industries and loan types. I have worked with different companies in a wide range of industries. The financial knowledge acquired in this area allowed me to build a solid understanding of the financial markets.

 I service:

high-net-worth families, holding companies, business owners and professional corporations, female clients