Address730 View Street
Victoria, BC V8W 3Y7
My BackgroundWhat sets me apart from the rest? I have been with BMO Nesbitt Burns for over 30 years and provide a wealth of experience to my clients. My clearly defined process starts with understanding your complete financial picture. From there a customized wealth strategy is established which includes: investment management, tax, insurance, estate planning and philanthropy. I genuinely care for my clients and take great pride in being able to use my expertise to help each client achieve their investment goals.
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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.