Address1 First Canadian Place
Toronto, ON M5X 1H3
My BackgroundAs a Fellow of the Canadian Securities Institute, Chartered Investment Manager, CERTIFIED FINANCIAL PLANNER® professional,and Chartered Professional Accountant, consider me your "Personal CFO". You make the decisions, but I am there to provide you with options and advice. My process begins with analysing your current situation, identifying your financial and life goals, and developing a comprehensive plan to achieve them. Over time, I work with you to implement customized strategies to take care of your investment, income and asset protection, will and estate planning, banking, and borrowing needs. To do this, I draw on a wealth of experience and extensive resources, including the guidance of other professionals, both inside and outside of BMO Nesbitt Burns. This includes our unparalleled research which has been top ranked (#1 or 2) for the past 30 years by Brendan Wood International. This means the development of your plan and financial strategy will be supported by rich industry expertise and the latest findings of some the best planning minds in the country. All this translates to sound and tailored advice to help you build your future.
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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.