Address201 Portage Avenue
Winnipeg, MB R3B3K6
My BackgroundOver the past ten years my practice has evolved to the point where my primary specialty is providing Retirement Income Planning for both my nearly-retired and retired clients. I work with you to define your retirement picture and then develop an income plan that will create a steady paycheque throughout your retirement. I advise on income structures, investment strategies, estate conservation, tax minimization, risk management and capital preservation strategies.
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®Registered trademark of Bank of Montreal, used under license.
Bank of Montreal, BMO Private Investment Counsel Inc. and BMO Trust Company are not Members of the Canadian Investor Protection Fund.