Address255 Queens Avenue
London, ON N6A 5R8
My BackgroundFor over 20 years, I've offered high-net-worth individuals a customized approach to wealth management and tax planning. Together with my partner, Doug Williams, we offer 1) Professional portfolio management services and advice on retirement & estate planning. 2) Sound guidance to help safeguard capital, manage income needs & achieve superior after tax returns without undue risk. 3. Access to expert resources within BMO and referrals to other area professionals (lawyers, accountants, etc).
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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.