Address30 Gore Street
Perth, ON K7H1H5
My BackgroundSince 1999, I have been providing financial advice to business owners, professionals and retirees living primarily in Perth, Smiths Falls, Westport and the surrounding area. My experience as a business owner, a CERTIFIED FINANCIAL PLANNER® professional and in various management roles at BMO Financial Group give me a unique perspective on the challenges that investors have faced over time, and those they face today. I will provide you with personalized financial advice that will help you achieve your goals and objectives.
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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.