Address525 8 Ave SW
Calgary, AB T2P 1G1
My BackgroundI understand that every person has a unique financial situation, along with very personal wants and needs for retirement. This journey to retirement and financial independence has many steps, and for nearly 25 years I have helped guide the wealth management strategy of many families’. I enjoy looking at the big picture and creating a long term financial plan, then constructing an efficient portfolio using our top rated research and some of the best performing track records available in Canada.
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Bank of Montreal, BMO Private Investment Counsel Inc. and BMO Trust Company are not Members of the Canadian Investor Protection Fund.