Address1 First Canadian Place
Toronto, ON M5X 1H3
My BackgroundWe take pride in simplifying wealth management for you by developing and implementing specific strategies designed to help build, protect and transfer your wealth to future generations. Our team of six is very focused on tax-efficient income generation and our ability to directly manage portfolio's on a discretionary basis goes a long way to freeing up time for retirement priorities and overall peace of mind.
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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.