Address649 Scottsdale Drive
Guelph, ON N1G 4T7
My BackgroundI take time to truly understand my clients and their unique financial situation and what’s important to them. I partner with my clients to Create, Manage, Preserve, and Transition Wealth while minimizing taxes now and in the future. I have helped many professionals, retirees and business owners with trusted advice and long-term customized wealth solutions. All my clients receive compressive Financial Plans and we keep it updated yearly.
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®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.