Address200 Southridge Dr
Okotoks, AB T1S0B2
My BackgroundI work with people who value advice and rely on my expertise to grow and protect their wealth through every stage of life. I pride myself on helping define a client's vision; presenting options and ideas that add value, but at the end of the day it’s not about the money, it’s about peace of mind, choice, and independence. With over two decades of financial industry experience, I strive to develop quality relationships built on trust, communication, commitment, and confidence.
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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.