Our Services


    Our Clients

  • Wealth Management & Retirement Planning

  • Portfolio Management

  • Estate & Insurance Planning

  • Business & Succession Planning

  • Financial Concierge

  • Lifestyle Income Portfolio Generation


  • Women & Wealth

  • Retirees & Snowbirds

  • Farming & Agriculture

  • Business Owners

  • Entrepreneurs

  • Multigenerational

  • Planning for retirement


Investment Management

  • With almost 25 years of experience in the investment industry and three highly respected designations, I am well positioned to preserve and enhance your assets in a tax-efficient manner.
  • My investment portfolios are built to thrive in all market cycles following a strategic framework of strict discipline and a structured process.


Financial Planning

  • My team and I can help you develop a plan that’s right for your needs – today and in the future – so you're prepared for the expected and the unexpected in your life.
  • Selling a business or properties, downsizing, retirement and preparing for “curves in the road.”


Financial Concierge

  • Collaborating with a network of trusted BMO specialists, we deliver a full spectrum of wealth planning services and strategies to manage multiple aspects of your business, personal and family finances.
  • Includes borrowing solutions; estate, tax, trust, and insurance strategies; business succession planning; and much more.