Address3985 Highway 7 East
Markham, ON L3R 2A2
My BackgroundMy goal is to develop a long-lasting working partnership with you and your family. Managing your wealth involves more than simply overseeing your investments. It requires an appreciation of your unique needs and an in-depth understanding of your goals and values. Together, we will customize a wealth management approach designed to help protect your current and future lifestyle through retirement income planning, tax efficiency, cash management, estate planning, succession planning, transition planning and philanthropy.
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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.