Address360 Oakville Place Drive
Oakville, ON L6H 6K8
My BackgroundOur team’s unique value comes from focusing on helping clients make successful, stress-free transitions throughout their lifetime.
Recognizing that retirement can be one of the most difficult emotional and financial transitions that our clients make, we have structured our wealth management practice around several principles. These include our commitment to meet with and review your financial situations on a regular basis, our belief that you should have a trusted advisor throughout all of your important life transitions, and our unrelenting focus on your success.
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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.