Address1 First Canadian Place
Toronto, ON M5X 1A1
My BackgroundOur experienced team has several decades of assisting clients with their wealth needs. We believe in establishing long-term relationships to help you meet your financial goals. We are committed to getting to know you. Our first meeting begins with a review of your current situation, concerns and goals you want to achieve. It is important for us to understand not only where you are today, but where you want to be in the future. We do not believe that "one size fits all" and respect your individual needs and comfort level.
I have enjoyed a career spanning more than 20 years as an Investment Advisor, most of that with BMO Nesbitt Burns. My degree is in Social Work from the University of Western Ontario, and as such, the relationships I have built with my clients are a key component in my practice.
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