Address255 Queens Avenue
London, ON N6A 5R8
My BackgroundOur philosophy is to provide clients with a customized approach to investment management that includes financial planning, estate planning and philanthropic strategies. I am a Chartered Investment Manager (CIM®) and have 22 years’ experience in the asset management industry. Our investment decisions are guided by three rules: consistency, simplicity and tax efficiency.
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.