Address201 Portage Avenue
Winnipeg, MB R3B3K6
My BackgroundI combine BMO Nesbitt Burns industry leading research with my access to the broadest range of investment solutions to help my clients with their estate planning, investment and banking needs. Using a disciplined process, I work closely with my clients to provide specialized wealth management solutions, tailored to their unique needs. My step by step process includes an analysis, strategy, implementation and review process that enables my clients to address their financial security concerns. I believe that wealth is created by saving and investing in great businesses.
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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.