As a CERTIFIED FINANCIAL PLANNER® professional with over twenty years of experience in investment and retirement planning, it is my privilege to be a trusted advisor and partner to my clients. In these volatile market times, it’s never been more important to have a trusted advisor who can help you maintain a balanced view of your investments and develop an investment strategy that’s right for you.
As a BMO Nesbitt Burns Investment Advisor, I am committed to providing exceptional service and advice throughout the planning process.
I invite all prospective clients to contact me directly for a personal consultation. Once familiar with your financial situation; I will work with you to develop the personalized strategy designed to meet your short and long-term goals.