CFP®, FMA, FCSI
Address979 Bank St Suite 600
Ottawa, ON K1S5K5
My BackgroundWith over 35 years of experience in the financial services industry, I have enjoyed the rewards of working closely with families through relationships that span many years. My specialty is helping them achieve their personal financial goals and to introduce their next generation to the responsibilities of managing the family wealth wisely.
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®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.