Address730 View Street
Victoria, BC V8W 3Y7
My BackgroundI am a second generation Portfolio Manager and one of the few Portfolio Managers on Vancouver Island. I began my career in 1994 with four beliefs: a wealth management plan is imperative to minimize emotional decision making and measure progress toward goals; a disciplined investment process, consistently applied, mitigates risk and provides for financial reward; regular review ensures relevancy as your financial reality evolves; and, my transparent and understood fees are fair to all concerned.
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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.