Address525 8 Ave SW
Calgary, AB T2P 1G1
My BackgroundI am a Chartered Investment Manager with more than 20 years of experience in the financial services industry. My practice is focused on Wealth Management, Retirement Planning, and Estate Planning. Clients include individuals, retirees, high net worth families, business owners, corporate executives, family trusts, and former investment managers.
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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.