Address50 Burnhamthorpe Rd West
Mississauga, ON L5B3C2
My BackgroundWith over 20 years of financial planning experience in wealth management, estate planning, cash flow planning and protection planning for high net worth clients, I continue to focus on maximizing tax efficient strategies for my clients. My personal commitment is foremost to the individual needs of my client and offering them proactive solutions and valuable recommendations towards the growth of their portfolio.
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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.