CFP®, FMA, FCSI
Address979 Bank St Suite 600
Ottawa, ON K1S5K5
My BackgroundWith over 22 years of experience in the financial services industry, I am fortunate to be growing already strong relationships with my clients and to be helping them achieve their personal financial goals. Through my commitment to continuous education and completion of required qualifications, I have earned the CERTIFIED FINANCIAL PLANNER® (CFP) designation from the Financial Planning Standards Council. I also hold the Financial Management Advisor (FMA) and Fellow of the Canadians Securities Institute (FCSI®) designations.
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.