Investment Advisor & Financial Planner
1700 - 201 Portage Avenue
BMO Southdale Branch
30 - 31 Lakewood Blvd
I believe that proper planning requires a comprehensive approach. Looking at the broader picture, we offer you peace of mind and security because you know that we’ve factored all of the important parts of your life in the decision-making and planning processes. There are many things that might keep you up at night, and our job is to ensure your financial future isn’t one of them. As trusted advisors, we’ll help you choose appropriate financial solutions so you can rest a little easier.