Address606 4th Ave South
Lethbridge, AB T1J 0N7
My BackgroundPrior to being an Investment Advisor, I spent 25 years as a Broadcast Journalist. Through both careers I have learned the importance of listening carefully to people, and I believe that there isn’t a one-size-fits-all investment solution. Each person’s needs are different and I make sure to take time discovering these needs with my clients. My clients tend to be retirees and professionals, which tends to tilt my clients towards income producing strategies.
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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.