Address200 Southridge Drive
Okotoks, AB T1S0B2
My BackgroundMy goal is to become a trusted advisor to my clients and their families by providing them with consistent and reliable guidance throughout the various stages of their lives. In my practice I employ an educational-based planning model that seeks to continually educate clients regarding their personal finances. This process empowers my clients and enables them to take an active role in determining how to best protect and enhance their lifestyle through sound financial planning and investments.
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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.