Address360 Oakville Place Drive
Oakville, ON L6H 6K8
My BackgroundMy team is driven by giving clients exceptional service. That is why we guide clients in identifying and prioritizing financial risks, with a focus on maximizing the realization of opportunities. "Risk is like fire if controlled it helps you. If uncontrolled it rises up and destroys you," Roosevelt. We are committed to finding strategies appropriate for the clients’ financial profile. Through a risk mitigation lens we scan for winning opportunities.
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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.