Address1 First Canadian Place
Toronto, ON M5X 1H3
My BackgroundI offer an organized and deliberate financial planning effort that steadily advances you towards your financial goals. I assume responsibility for coordinating all aspects of the process in order to relieve you from the burden of details and follow up. My investment discipline is precise, predictable, and conservative. It subscribes to the techniques of asset allocation and portfolio diversification. Listening to and understanding your needs and wants is the foundation of my program.
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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.