Address525 8 Ave SW
Calgary, AB T2P1G1
My BackgroundFor over 18 years, I have helped people make smart choices with their money. I developed a strategy – asset dedication – that looks at your entire financial picture and determines the wisest options, given your goals. The strategy works seamlessly whether we are looking at business or personal wealth. I overlay this strategic plan with a portfolio invested in dividend growing and paying companies, resulting in predictable tax-efficient cash flow.
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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.