Address3517 Charleswood Drive N.W.
Calgary, AB T2L2C1
My BackgroundI bring to my clients 23 years of financial services experience, with the last 19 dedicated to investment management. Prior to my current career, I educated advisors in investment strategies and portfolio construction. I now implement those same strategies to help my clients achieve their financial goals through careful financial planning and prudent investing ideas.
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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.