An experienced retirement income specialist
1997, I have advised families and individuals on how to meet their need
for predictable and tax efficient retirement income. I have the skills
to provide clients with a comprehensive wealth management approach. I am
a graduate of the McGill MBA program and have an Honors Degree in
Economics. I am also a financial planner and a Life Insurance Advisor
with BMO Nesbitt Burns Financial Services Inc.
Retirement, financial independence or "shifting gears”
means different things to different people. The key to successful
planning is to gain a detailed understanding of each person’s unique
situation. Income planning goes far beyond investments; it involves
developing a vision for the future, managing lifestyle expenses,
evaluating the disposition of assets and other factors.
am committed to providing superior advice and personalized solutions to
help you make the right investment choices for your portfolio. My role
is to identify top ranked money managers who have a consistent ability
to target the best investment opportunities and potentially generate
above average returns while managing risk. A key partner in my practice
is the BMO Nesbitt Burns Portfolio Action and Research Team (PART). PART
leverages BMO Capital Markets’ industry leading equity and economics
research to bring relevant investment ideas and recommendations.
a solid lasting relationship with all my clients has been a pillar to
my practice. Keeping clients informed is a top priority for me, and this
means providing access to a wealth of educational materials, promptly
returning phone calls and following up on administrative issues. More
concretely, I regularly review goals, strategy and portfolio performance
with my clients.