Address2461 Beacon Ave
Sidney, BC V8L1X7
My BackgroundThe measure of my success? YOUR return on life.My clearly defined process for the successful individuals and corporations I serve starts with listening – understanding your complete financial picture, and vision for the future. Working with our in-house experts I create a transparent, customized wealth strategy – including key milestones like tax planning, retirement, estate planning, succession planning, philanthropy… and offer ongoing monitoring and management, so you can focus on what matters most: your return on life.
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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.