Address20 Erb Street West
Waterloo, ON N2L 1T2
My BackgroundAs a Wealth Advisor at BMO Nesbitt Burns I take a comprehensive approach to managing your wealth. My holistic approach appreciates your unique needs and takes on an in depth understanding of your goals, dreams, values and how they affect your present and future lifestyle. My strategic wealth management approach ensures that a customized solution is designed and applied through a disciplined process, taking you through all the financial stages of your life. My goal is to focus on your wealth management plan to ensure it is sound and meets the objectives for you and your family.
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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.