Address668 Wellington St. East
Aurora, ON L4G0K3
My BackgroundAs a team we take a boutique approach to supporting successful individuals, families and businesses in every aspect of their financial affairs. We focus on providing personalized comprehensive wealth management through a clearly defined process beginning with listening â understanding you and what matters most to you. Together we create a transparent wealth strategy, including key milestones like tax, retirement and estate planning, helping you reach your goals and focus on what matters most.
Get directionsPlease enter an address.
®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.