Address20 Erb Street West
Waterloo, ON N2L 1T2
My BackgroundI have been in the investment industry for over 25 years. Prior to joining BMO Nesbitt Burns, I was a Financial Planner with BMO Bank of Montreal. Working directly with BMO Bank of Montreal partners I have been serving clients diverse range of financial needs for many years. During that time, I have successfully weathered many market cycles. By understanding each of my clients, I work through important matters relating to retirement and financial planning, estate and wealth transfer, philanthropy, insurance and even business succession. I help my clients work towards achieving their life goals.
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