Address1 First Canadian Place
Toronto, ON M5H 1H3
My BackgroundFor over 23 years I have been helping high net worth families achieve financial peace of mind. My team and I subscribe to a whole picture approach, integrating sound, tax efficient investment practises within a full financial plan that we prepare for every client. Clients clearly see the progress they are making toward their retirement and estate planning goals. They know our team is working with them to protect their best interests every step of the way.
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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.