Address201 Portage Avenue
Winnipeg, MB R3B3K6
My BackgroundI take a balanced approach to investing with a focus on preserving capital combined with disciplined investment management and effective tax minimization strategies. I work closely with investors nearing retirement or recently retired seeking a conservative portfolio management approach and sound income generation strategies.
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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.