Welcome and thank-you for taking time to get to know us.
As a Senior Investment Advisor at BMO Nesbitt Burns, it's a privilege to partner with our clients and we strive to deliver a consistently exceptional experience. Thoughtful planning, timely communication, and ongoing monitoring are fundamental to our clients success. Our goal is to distinguish ourselves by establishing a standard of service excellence, transparency and integrity, encompassing all aspects of wealth management.
We take considerable pride in ensuring clients have the opportunity to:
- Make informed decisions that are supported by a comprehensive financial plan.
- Understand the investments they own and why they own them.
- Consider cost-effective solutions to address financial risks.
- Be informed about opportunities to pay less tax today and in retirement.
- Consider strategies that may preserve their estate.
I also had the privilege of serving as Branch Manager of BMO Nesbitt Burns PEI from September 2014 to December 2016.