Address1 First Canadian Place
Toronto, ON M5H 1H3
My BackgroundGetting the right investment advice is a key part of managing your wealth but, just one part of a bigger picture. Wealth management extends beyond investment advice and money management, helping you protect your lifestyle, manage your nest egg, plan your retirement and create your legacy. I will guide you - and your family – through each life stage; I will create a wealth management strategy in partnership with your tax and legal advisors to address the concerns and opportunities you face.
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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.