Address50 Burnhamthorpe Rd West
Mississauga, ON L5B3C2
My BackgroundI am an Investment Advisor/Financial Planner that provides comprehensive Wealth Advisory services.
These services include Financial Planning, Investments and Tax & Estate Planning.
I believe in a holistic approach to personal finance. What that means to you is that initially we talk and get to know a bit about one another and once we agree that we want to work together, my process involves doing a Financial Assessment to identify your financial goals and needs from which an investment plan is designed and put into place. I will also review your current investments, corporate pension details and comment on the suitability or quality of what is already in place.
Please give me a call, there is no cost for a free consultation.
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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.