Address1 First Canadian Place
Toronto, ON M5X 1H3
My BackgroundAs part of the Kubicek Group, I offer clients a customized, discretionary management approach in addition to the traditional advisory relationship. Having been in the financial services industry since 1990, I recognize that every relationship begins with understanding a client’s needs and expectations – for the short and long term. With this information, customized wealth creation programs and cash flow management strategies are developed.
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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.