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 – 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.
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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.