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.
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.
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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