Address79 Durham Street
Sudbury, ON P3E3M5
My BackgroundI believe the wealth management process should be an enjoyable experience. Through my 15 years of experience in this industry I have developed a process that is enjoyable and that will significantly accelerate the achievement of what is important to you. Through a series of meaningful questions written in plain language we will bring to surface what is most important to you and develop your financial story.
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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.