Address429 Exmouth Street
Sarnia, ON N7T 5P1
My BackgroundI pride myself in finding the best investment strategies to reach the income and growth goals for my clients. I have over 20 years of industry experience and joined BMO Nesbitt Burns in 2004. I have obtained many industry designations including the Certified Financial Planner (CFP) designation and have taken specialized training to achieve the Wealth Advisor Title. I also have a Masters in Business Administration from York University where I graduated on the Dean’s List and have a Bachelors in Business Administration from Wilfrid Laurier. Previous to entering the investment industry, I worked in a variety of corporate finance positions in Toronto.I believe in taking a common sense approach to investing. I have a customized approach to wealth management that includes: professional portfolio management, advice on retirement, transition and estate planning, sound advice to help protect capital, management of retirement income and achieving superior long-term returns without undue risk.
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