Address180 Kingston Road East
Ajax, ON L1Z0C7
My BackgroundFor the better part of the last 2 decades I’ve helped individuals and corporate clients navigate the complicated waters of the investment services industry. Over the years I’ve developed a simply model that can be tailored to most client situations. At the core of my model sits the client and their specific needs and wants. Financial planning is a critical part of this process and forms the benchmark that we measure our success with.
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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.