Address1 First Canadian Place
Toronto, ON M5H 1H3
My BackgroundMy clients have a realistic vision of their financial future. At this point they want financial plan execution; expert investment management, within their acceptable risk levels. That’s what I do, and I own exactly the same equity portfolios as my clients. I only offer prudent discretionary management using a diversified investment strategy with a $500,000 minimum. My performance record is excellent. I am a knowledgeable Portfolio Manager guiding you to a comfortable retirement!
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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.