Address1 First Canadian Place
Toronto, ON M5H 1H3
My BackgroundMission Statement:
To provide a long-term personalized strategy that will address the needs of your financial life. In part, the mission statement is executed by:
-Finding investment income and capital growth opportunities and solutions
-Developing a personalized plan
-Tax implications, be tax smart where we can
Our clients (and prospective clients) are people who want advice, listen and act on that advice, and recognize the value of the advice received. Their investible assets are a minimum of $250,000. They are at different stages in life from young professionals and business owners just starting out in their investment life (RRSP’s, TFSA’s, RESP’s) to well established, successful clients who have already accumulated significant wealth. Both have investing and financial planning needs that my team and I provide.
Serving clients since 1983
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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.