Address885 West Georgia Street
Vancouver, BC V6C3E8
My BackgroundA Fellow of the Canadian Securities Institute with thirty years of experience has taught me that the essence of portfolio management is the management of risk, not the management of returns. For those who are seeking and understand the value of an unbiased and honest opinion, I am dedicated to meeting my clients’ unique financial needs both in Canada and the U.S. My clients have full access to the expert resources available through the BMO Financial Group for financial planning, trust services, as well as estate and philanthropic services. Based in Vancouver, my cross border registration allows me to provide financial advice, for Canadian and U.S. based clearing, and custodial services for residents, trusts and corporations domiciled anywhere in North America.
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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.