Address1 First Canadian Place
Toronto, ON M5H 1H3
My BackgroundMy Investment and management approach starts with building a comprehensive Financial Plan for my clients. This includes managing the portfolios with a keen focus on building wealth, preserving capital, providing for a comfortable retirement living; and creating a succession plan and Legacy to meet the specific needs and wishes of my clients. Over the last 15 years with BMO Nesbitt Burns as an Investment Advisor and Financial Planner, I differentiate myself by utilizing my teaching background to educate and inform my clients on every aspect of their Financial Well Being
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