As a Senior Private Banker, I am dedicated to business owners. My philosophy revolves around personalized relationships with my customers and understanding their financial goals in order to provide custom credit and banking strategies to help meet their unique needs.
I work with a limited number of business owners and engage TD specialists to assist my clients, as required. I am the main point of contact for my clients’ needs, engaging TD specialists who can provide my clients with tax-efficient investment management, trust and estate planning, philanthropy, and business succession planning. Using the unique discovery process at TD, I strive to uncover the values behind your personal vision of success, and help determine what truly matters to you. With this deep understanding of your priorities, together with TD specialists, we will build a comprehensive financial strategy, and as your needs evolve, so will the solutions we can provide. We’ll be in touch with you on an ongoing basis in order to provide you with advice and information useful for each stage of your financial journey. Our focused approach provides our clients with innovative solutions while striving to simplify their life.
I have a diverse financial background, with experience in Personal banking, investments and lending; and most recently assisting small business clients. Helping busy professionals led me to this role in TD Wealth Private Banking dedicating my practice to helping business owners. I have a Bachelor’s Degree in Finance and Political Science, as well as a Graduate Degree in Economics. I have two kids and in my spare time I like spending time together as a family whether it’s skating or taco night. I’m also passionate about my community involvement and volunteer work.