Address885 West Georgia Street
Vancouver, BC V6C3E8
My BackgroundHaving spent over 30 years of my career servicing retail branches and Private Client Group, with the last 15 years as a Senior Financial Planner, I have come to appreciate and understand what my clients truly want and expect from the relationship with their Investment Advisor. My commitment is to continuously fostering and enhancing strong client relationships by ways of transparency, accountability, service, results and a holistic approach to Wealth Management. I have held the Certified Financial Planner designation since 2002, the Canadian Investment Manager designation since 1999. In 2013, I have also obtained the Certificate in Retirement Strategy.
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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.