CFA, CAIA, DMS
Address10180 101 Street NW
Edmonton, AB T5J 3S4
My BackgroundMy team and I provide personalized investment solutions and wealth planning advice to our clients. Our approach is customized based on clients' goals related to their retirement planning, business transition, insurance, trust and estate services. We are committed to provide an optimal client experience.
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®Registered trademark of Bank of Montreal, used under license.
Bank of Montreal, BMO Private Investment Counsel Inc. and BMO Trust Company are not Members of the Canadian Investor Protection Fund.