Address1 First Canadian Place
Toronto, ON M5X 1H3
My BackgroundAfter 30 years in the Investment Industry, I firmly believe that my clients' interests are best served by establishing a diversified portfolio based on a full cycle approach. Whether a client is conservative and income-oriented, or looking for growth, this full cycle approach will allow me to work with my clients to design a financial plan and an investment strategy that best fits their needs while at the same time counter the emotional response that short term market volatility can induce.
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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.