Address137 Queen Street
Charlottetown, PE C1A 4B3
My BackgroundAs a Chartered Professional Accountant, CA, what I do goes well beyond offering investment advice. I challenge clients to take an honest look at their progress towards reaching their after-tax financial goals. The investments are a tool to help achieve those goals, but offering a full wealth management solution is where my background allows me to really add value for my clients.
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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.