Experienced wealth advice and exceptional service.

With almost three decades of experience in the investment industry, I provide customized wealth management strategies that empower individuals and families to save for retirement, minimize taxes, set aside funds for a major purchase, finance their children's education, and plan a tax-effective estate.

 

As part of BMO Nesbitt Burns, our team has direct access to a very high calibre of research, products, specialized wealth planning and technology that sets the standard not only in Canada but the global marketplace.

 

Our clients appreciate that we:

  • Deliver unsurpassed service – we contact them quarterly and as frequent as the situation requires

    • This establishes trusting, and transparent relationships, keeps clients informed and actively engaged in their wealth

    • Our clients are less likely to feel anxious during corrections, knowing we are managing their wealth and coaching them to maintain their long-term investment strategy

    • They know that we will proactively contact them if they need to make investment decisions.

  • Follow a conservative, prudent, structured process.

  • Disclose their current portfolio performance, the long-term returns they can reasonably expect, and how much exposure they have to the equity markets.

 

We believe that:

  • Successful client relationships develop in an environment of caring, trust and responsibility.

  • Everyone should have a Wealth Plan that acts as a roadmap to achieving their goals.

  • The markets will create significant opportunities and challenges in the next decade and thereby increase the value of our professional advice.

  • To be successful in the markets, you need an ethical, dedicated advisory team from a powerful and respected firm behind you.

 


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