Address201 Portage Avenue
Winnipeg, MB R3B3K6
My BackgroundOur group specializes in Wealth Management for Business Owners, Executives, Farmers and their families. We work closely with our clients and their team of experts, including tax and legal advisors to create a personalized strategy to achieve the desired financial goals. Understanding our client’s specific situation allows us to prepare tailored strategies to help preserve and grow wealth, protect lifestyle, and transfer the legacy of our client’s net worth efficiently to their beneficiaries.
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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.