Address1990 Columbia Ave
Castlegar, BC V1N2W7
My BackgroundMy mission is to guide clients in achieving their financial goals with heart, expertise and commitment. For 25 years I have worked alongside families, businesses and foundations providing holistic, full service, fee-based investment and estate solutions. Many clients appreciate our fee-based platform and the freedom it allows them to make changes to their portfolios. Some clients have also chosen to have a socially responsible bias with their holdings.
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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.