Address979 Bank Street
Ottawa, ON K1S 5K5
My BackgroundOur mandate is to establish a standard of service excellence, transparency and integrity, through a holistic approach – encompassing all aspects of wealth management: Investment planning, wealth advisory, retirement planning, business planning, the impact of life changes, estate and insurance services, tax planning, and philanthropic giving. Our structured investment process is based on 5 core beliefs: A need to educate, a need to simplify, a need for discipline, the importance of our fiduciary duty and an unwavering pursuit of exceptional client service.
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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.