|Your Financial Quarterback
I enable clients to grow, protect and transfer their wealth by asking and listening to understand their financial needs, desires, and concerns, and then integrating the specialized resources of BMO Nesbitt Burns and BMO Financial Group.
I believe in close, caring relationships with my clients and trust is created over time by executing what I say I will. I work with clients who value advice, act on it and are open regarding their investable assets. I believe that clients cannot lose money taking profits and successful investing must have a disciplined action and investment process.
Our Team Approach
Our team approach to client service allows enhanced proactive advice, timely ideas, accessibility and response time, as well as specialization of responsibilities which results in our being able to offer a broader range of services. Continuous education is fundamental to our being able to provide advice on new investment vehicles and services in the context of current events and tax legislation.
Comprehensive Financial, Insurance and Estate Planning, Wealth Management Solutions, Enhancing Yield and Disciplined Selling Process using covered call writing strategies.