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Portfolio Manager, Investment Advisor
Toll Free: 1800-787-4014
311 George Street N
P.O. BOX 95
BMO Bank of Montreal
16 William Street South
Our office is conveniently located at the BMO Bank of Montreal Branch:
16 William Street South, Lindsay, Ontario K9V 4S3
My team has over 50 years of combined experience in the investment, legal and banking industry. As an Investment Advisor serving Lindsay and the Kawartha Lakes, our dedicated team strives to provide timely and effective investment advice for both personal and commercial clients. We specialize in financial planning, pensions, retirement planning, and tax and estate planning.
Our goal is to provide conservative, customized and proactive financial planning advice tailored to the needs of our clients. Our commitment is to design and implement a personalized Financial Plan for each of our clients, and have a structured process to monitor and evaluate regularly.
Our most important measure of our success is the success of our clients. We believe that in order to effectively manage our client’s wealth, one must operate in an open and transparent environment. We believe that transparency is critical to establishing a long-term client advisor relationship.
Over the years, our clients have built wealth through hard work and prudent investing. Many of them are executives in companies, business owners and professionals. They expect to work with an investment advisor who brings the same dedication, commitment, and respect to protecting and growing their wealth.
The focus of our investment philosophy is two-fold:
We draw on the strengths and resources of BMO Nesbitt Burns, one of Canada’s oldest and distinguished investment dealers, to help guide our clients in the wealth building process. We account for our results to our clients at least annually and often quarterly, without deviating from the numbers on the page. Our process taps into our years of experience, our firm’s research abilities, and other independent sources to bring our clients our independent view.
Our clients’ aspirations – that is where our advice begins. This demands that we listen first and offer solutions second. Our clients can expect to receive a financial plan that clearly sets out the course we will take to keep them secure and guide them smoothly to their final destination. We also assist our clients with arranging legacies and bequests for their heirs and charities.