Address525 8 Avenue SW
Calgary, AB T2P 1G1
My BackgroundI have a deep understanding of wealth management and the strategies needed to help you reach your priorities and goals. I put my clients first. I have over 20 years of combined investment experience. Prior to BMO Nesbitt Burns, I was a Portfolio Manager in Private Investment Counsel with a major bank. I am an Honours graduate of the Bachelor of Commerce program from UBC. I am a CFA Charter holder (Chartered Financial Analyst), as well as a Fellow of the Canadian Securities Institute (FCSI).
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