Address294 Bernard Ave
Kelowna, BC V1Y 6N4
My BackgroundI understand the importance of trust, integrity & service. These three key attributes characterize the professional advice I provide to my clients. I use my disciplined management style to provide affluent investors with comprehensive investment, retirement & estate planning solutions. I work closely with my clients to formulate customized investment strategies designed to help safeguard capital, manage income needs & achieve superior long-term returns while keeping risk at acceptable levels.
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®Registered trademark of Bank of Montreal, used under license.
Bank of Montreal, BMO Private Investment Counsel Inc. and BMO Trust Company are not Members of the Canadian Investor Protection Fund.