PFP®, BA hons
Address437 Spadina Road
Toronto, ON M5P 2W3
My Background"What is the utility of wealth to your life?" This is the foundational question that I ask each client. The answer, determines the next steps of building a Wealth Plan. It encompasses a bespoke investment strategy built to be current and agile and a financial plan including cash flow requirements, net worth goals, funding expenses, contingencies for life’s surprises and retirement ambitions. Through a consultative approach, I strive to provide a holistic wealth management experience.
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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.