As a Wealth Advisor with TD Wealth Private Wealth Management, I work with a team of TD specialists to assist high net-worth families with investable assets of $1 million+ and help them achieve their financial goals and dreams.
The cornerstone of my approach is investing time in a legendary Discovery conversation to learn about my client's lives, dreams and experiences. This intimate approach allows me to prepare a personalized Wealth Strategy for my clients engaging TD specialists in all facets of TD Wealth's 4 Pillars of Wealth Management:
1. Building net worth:
In collaboration with TD specialists, I can help grow your net worth by identifying credit strategies, banking solutions, and investment solutions that match your current lifestyle and needs.
2. Implementing tax-efficient strategies:
Working with your current trusted professionals and TD specialists, I can create an integrated wealth strategy that will structure your investment portfolio, real estate and other financial assets to help reduce tax, reduce potential liability, and help maximize after-tax income.
3. Protecting what matters:
Life is filled with uncertainty and we deliver advice and solutions to help protect the things you value at every life stage. Through comprehensive strategies and connecting you with a TD specialist in trusts, estates and other risk mitigation products, we will help ensure your Wealth Strategy works.
4. Leaving a legacy:
We will explore estate planning, trusts, gifting strategies, and philanthropy to help you optimize the transfer of your wealth. I believe this is a key Wealth Essential need that is often overlooked.
I differentiate myself from other Advisors with a broad skill-set, unique life experiences, and a history of personal successes. My life and career have challenged me to work hard, diversify my interests, and to set goals, exceed expectations, and to continuously self-improve. In the years' ahead, I hope to continue to meet these challenges.
I joined TD Wealth in October 2010 and I have over 20 years' experience working with some of Canada's most successful families and their businesses. During my lifetime in financial services, I have worked in cities across Canada in wealth management, private banking, commercial lending, and trade finance.
I have a Master of Business Administration (MBA) from the Ivey Business School at the University of Western Ontario and a Bachelor of Commerce (hons) with distinction from the University of Manitoba. I also studied at the University of Plymouth, England and the University of Melbourne, Australia on international exchange.
I hold the following designations: Certified Financial Planner (CFP®), Chartered Investment Manager (CIM®), Certified International Wealth Manager (CIWM), and Fellow of the Canadian Securities Institute (FCSI®). I am also a proud graduate of St. Paul’s High School in Winnipeg, Manitoba where my father taught mathematics for over 35 years.
I am active in the community and I volunteer with a variety of charitable organizations. In my spare time, I like to play tennis, golf, jog, and enjoy the beautiful City of Calgary.
Bachelor of Commerce (hons), MBA, Certified Financial Planner (CFP®), Chartered Investment Manager (CIM®), Certified International Wealth Manager (CIWM), Fellow of the Canadian Securities Institute (FCSI®)
Estate and Trust Services
Wealth Advisory Services
Small Business Banking
Capital Market Services
Helping achieve what truly matters to you and your family.
Build net worth: We can help you build your net worth by developing effective strategies and investment solutions that align to your needs, even as they evolve.
Protect what matters: By leveraging the expertise of TD specialists, we can integrate strategies to help you protect what matters to you most at every life stage.
Implement tax-efficient strategies: We can work with you to help create and structure your accounts to help reduce tax exposure while keeping income available for when you need it.
Leave a legacy: Your legacy is important to us. We’ll help you create a plan that provides for your top priorities and optimizes the transfer of your wealth.
Will and Estate Planning
Transfer of Wealth
Nick & Justina – Business owners teaming up with TD Wealth
As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.
Polly – Moving forward with the right financial plan
When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.
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.