Address410-1600 Carling Avenue
Ottawa, ON K1Z 1B4
My BackgroundAn Investment Advisor since 1982, I hold the Professional Financial Planner and CIM designations from the Canadian Securities Institute. I am a Portfolio Manager and a Life Insurance Licensed Advisor who works with a team of skilled professionals at BMO Nesbitt Burns Financial Services Inc. Clients go through an extensive Investment Planning process to help define personal benchmarks. Portfolios are invested directly in common and preferred shares and bonds. Quarterly Portfolio Analysis is provided to all clients. Services can be offered on a discretionary basis.
Get directionsPlease enter an address.
®Registered trademark of Bank of Montreal, used under license.
Bank of Montreal, BMO Private Investment Counsel Inc. and BMO Trust Company are not Members of the Canadian Investor Protection Fund.