Address1600 Carling Avenue
Ottawa, ON K1Z 1B4
My BackgroundAs a Certified Financial Planner, my advice allows clients to focus on the important aspects of life: family, career as well as activities they enjoy. I care about my clients' personal and financial success and enjoy helping clients find peace of mind. I believe an advisor's greatest value is to ensure clients make informed decisions instead of making emotional financial choices. I provide advice on financial planning, investment management, tax & estate planning, and wealth transitions.
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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.