From the very beginning of a client interaction, I am able to establish a level of trust based on my work experience, broad skill set, professionalism and personal reputation.
My educational background includes a MBA from the Richard Ivey School of Business at Western University and a Bachelor of Commerce (hons) with distinction from the University of Manitoba. I also attended the University of Plymouth, England and Melbourne Business School, Australia on international exchange.
I am fluent in all aspects of Private Banking and Wealth Management with the following designations in good standing: Certified Financial Planner (CFP), Certified Investment Manager (CIM), Chartered Investment Wealth Manager (CIWM), and CEA (Certified Executor Advisor). I differentiate myself from other Advisors with a history of personally successes, a diverse range of interests, and an ability to exceed my goals (I was routinely rated Quality High as a Wealth Advisor and was the #1 ranked Wealth Advisor in the Prairies for 2022 and #1 ranked Wealth Advisor in Alberta for Month 11 2023).
I have lived and worked in cities across Canada and I am a proud graduate of St. Paul’s High School in Winnipeg where my father taught mathematics for over 35 years. In my spare time, I like to travel, jog and play tennis with my family and friends.
I look forward to winning with TD Wealth in the Senior Private Banker II role.
Skills: Business Development, Private Banking, Credit, Networking (internally @ TD and externally w/ COIs), Winning