Address429 Exmouth Street
Sarnia, ON N7T 5P1
My BackgroundMy passion is financial planning and cash flow management. I have obtained my CFP (Certified Financial Planner), PFP (Personal Financial Planner), CFDS (Chartered Financial Divorce Specialist) and CSA (Certified Senior Advisor) designations. I have over 20 years’ experience within BMO Financial Group and joined BMO Nesbitt Burns in 2016.
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, my role is Financial Planning. I meet with you to answer all of your financial questions, big or small. How do I get income in retirement? Do I have enough? How do I transfer my wealth to the next generation efficiently? Do I pay off debt or invest? How do I minimize my overall taxes? I am very passionate about my role as your Financial Planner as I take the time to educate you, provide clear next steps and hold you accountable to meet your goals. I am also your contact to connect you with our BMO Experts for your financial needs including Insurance, Executor Services, Mortgages & Line of Credits and Business & Personal Banking.
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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