About Me

Background

I have been helping clients with their investments for over 20 years, primarily within BMO Financial Group. I hold an Honours Bachelor of Commerce degree and am also a CERTIFIED FINANCIAL PLANNER® professional. I have a strong commitment to building trust, adhering to a strong code of ethics, and ongoing professional development which is essential to the success of my clients.

Business Philosophy

I firmly believe that my clients' interests are best served by taking a fully diversified portfolio approach to investing and employing the principles of dollar cost-averaging to take advantage of market volatility and enhance returns. I work closely with my clients to formulate customized investment strategies designed to improve portfolio returns, while keeping risk at acceptable levels. Whether a client is conservative and income-oriented, or looking for growth, I design an investment strategy that best fits their needs.

The Importance of a Sound Investing Partnership

Many financial issues affect us all: saving for retirement, minimizing taxes and preserving an estate. To reach your own financial objectives, you need to consider the challenges of building and preserving capital in today's increasingly complex market place.

The Wealth Management Process

I am committed to building a solid, lasting relationship with all my clients. Keeping clients educated is the cornerstone of my practice.

> Develop Goals
> Prioritize Issues and Solutions
> Implement the Financial Plan
> Regular Reviews

This process allows clients to ignore the "noise" in the markets today, provides transparency within solutions and ultimately focus on family and important lifestyle choices.