Address201 Portage Avenue
Winnipeg, MB R3B3K6
My BackgroundI provide customized wealth planning solutions to the business owners, professionals and retirees for whom I work, with a focus on tax strategies, individual retirement planning, and estate & succession plans. By leveraging the significant resources at BMO Nesbitt Burns, my passion for helping clients, and nearly 20 years of experience in the full service investment industry, I deliver my services with accountability, assurance, and results.
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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.