Senior Investment Advisor, Financial Planner
885 West Georgia Street
To assist my clients in achieving their financial objectives by providing investment solutions tailored to their unique needs (families, individuals, business owners and institutions).
I employ a structured approach to investing by developing and implementing customized portfolios. I work closely with my clients to gain an understanding of their investment knowledge, experience and risk tolerance. My clients understand they must communicate their investment needs on a timely basis. Matching this information with the correct mix of investment solutions provides the foundation for investment success.
Commitment to You
Backed by the resources of BMO Financial Group, I provide a wide variety of financial services and investment solutions. Please give me a call for more information.