Address269 Laurier Avenue West
Ottawa, ON K1P 5J9
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.
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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.