MSW, FCSI®, PFP, CIM®
Address2 St Clair Ave West
Toronto, ON M4V 1L5
My BackgroundWe recognize that financial relationships are core to your well-being. Our team commitment is to listen and understand who you are, your concerns, and what is important to you. From this foundation, we use a disciplined approach to build a very personal financial plan and investment strategy that gives you comfort and security. In addition, my specialty practice focuses on wealth in the US and Canada, and complex families. We strive for service excellence.
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®Registered trademark of Bank of Montreal, used under license.
Bank of Montreal, BMO Private Investment Counsel Inc. and BMO Trust Company are not Members of the Canadian Investor Protection Fund.