Address14 Beechwood Ave.
Ottawa, ON K1L8B4
My BackgroundMy extensive work with public and private corporations, as well as involvements in the foundation and not-for-profit sector have taught me the value of a disciplined approach to investment management. I offer an in-depth review of your personal and professional life prior to developing a comprehensive wealth management program designed to fully address your investment needs and goals. My practice is centered on conservative investment strategies for both individuals and institutional clients.
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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.