Address429 Exmouth Street
Sarnia, ON N7T 5P1
My BackgroundI pride myself on seeking out the best investment strategies to meet the ongoing income & growth needs of my clients. I have over 20 years’ experience in the industry and joined BMO Nesbitt Burns in 2005. I have obtained numerous designations including the PFP (Personal Financial Planner), FMA (Financial Management Advisor), FCSI (Fellow of the Canadian Securities Institute) and CIWM (Certified International Wealth Manager). I have taken specialized training and achieved the Wealth Advisor Title.
My Team, The Dennis-Rawson Wealth Advisory Group, has over 125 years’ experience in providing you the confidence and peace of mind you have been looking for. We believe in taking a simplified approach, helping you to slow down so you can speed up to reach your financial and life goals. Wealth Management today has a lot of moving parts and you need the right team to make sure they are all moving in the right direction.
Within my team, I am responsible for our Equity Strategy and I am your contact regarding portfolio construction, investment consolidation inquiries, income generation needs and any investment or market related questions. I invite you to visit our website to learn more about our team, our approach and our beliefs.
-Creating Dependable Income Today, Tomorrow, Together-
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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.