At TD Wealth, we believe that each client’s needs are truly unique. Our goal is to offer you the relevant, customized wealth advice you deserve, and we can do that only by fully understanding you. That’s why we take the time to understand you, your family and your values. Whether your needs are straightforward or complex, we’re dedicated to delivering tailored, comprehensive, wealth management strategies that are rooted in your goals. We will stay in tune with your needs and help ensure you’re on track to achieve the future you envision for yourself.
As a Senior Private Banker, Business Owners with TD Wealth Private Banking I understand the often-complex needs associated with your busy lifestyle, the demands of managing your business, and growing your personal wealth. My goal is to provide you with a deep dive discovery process to understand your priorities and connect you with a core team of TD specialists to meet your business and personal needs. Dedication to exceptional client experiences and innovative financial strategies are the foundations of what TD Wealth has to offer you as one of our highest value and most sophisticated Private Banking clients.
I bring a variety of financial services experience to the Senior Private Banker role, and have previous banking experience as a Financial Advisor, Wholesaler and High Value Client Relationship Manager. In 2016, I earned my Master of Science degree focused in Management in Dublin, Ireland. I was a member of the University of Toronto Varsity Football team during my undergraduate studies. As a Senior Private Banker, my team and I look forward to working together with you and are here to support and help you achieve your financial goals.
On a personal note, I reside in Toronto along with my wife, son and daughter.