Address525 8 Ave SW
Calgary, AB T2P 1G1
My BackgroundFor the past 20 years, I have offered a detailed and personal approach to wealth management. I work with a team which has 70 years of combined investment experience and $500 million under management. As each client has a unique set of needs and goals, my philosophy is to gather as much information possible before any asset allocation and investment decisions are made. Risk tolerance, time horizon and investment/retirement goals all play a vital role in the investment process. I provide my portfolio management expertise on both a traditional and discretionary basis.
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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.