Address311 George Street North
Peterborough, ON K9J3H3
My BackgroundOur mandate is to establish a standard of service excellence to our clients. Transparency, integrity and professionalism are demonstrated in all aspects of wealth management by taking a comprehensive approach to investment planning, wealth advisory, and retirement planning. Our team with over 50 years combined experience, brings a deliberate and structured process to financial planning and wealth management; while drawing on the strengths of both internal and external partners to provide timely and effective strategies. Trusted by our diverse client base, the true measure of our success is their ongoing loyalty.
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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.