Address21 MicMac Blvd
Dartmouth, NS B3A4T4
My Background"Simplifying the Wealth Management Process through Open and Honest Communication with Clients"…Everyone should have a clear vision of what they want to achieve during their lifetime and after they are gone. I help my clients define their goals and objectives and formulate tax efficient strategies for the purpose of achieving these goals. Regular reviews help to ensure that we stay on top of your plan during times of market uncertainty and new life events.
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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.