Address606 4th Ave South
Lethbridge, AB T1J 0N7
My BackgroundMy wealth management process begins with a collaborative exchange of information and ideas, which helps create a strategy, that my clients and I feel are distinct to their situation and reflect realistic goals and objectives. With a focus on risk management metrics and using the best portfolio managers from around the world, along with ongoing monitoring and regular feedback, I have provided a very consistent method of attaining my clients’ goals.
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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.