Tel: 416-359-8173

Address

BMO Nesbitt Burns
50 Burnhamthorpe Road West
Suite 1400
Mississauga, ON
L5B 3C2
Map

Contact Us

As your personal financial advocate, our relationship begins with a comprehensive discovery approach to fully understand your unique situation. Our investment approach adapts to both the market environment as well as your evolving needs. Aside from traditional public stock investments, I utilize a basket of alternatives to help diversify away from traditional market risk to help achieve your goals. With over 10 years of stock market experience, I have the relationships and know how, to create an investment strategy that will work for you.

 

Our Process

  1. Introductory meeting  
  2. Understanding your needsdiscovering where you are now and where you want to be
  3. Planning for your needscreating a customized financial plan
  4. Choosing your solutions formulating a customized portfolio, insurance, trust/estate planning, etc.
  5. Reviewing and communicating with youregular updates on the portfolio’s performance and exploring new opportunities
  6. Evolving and adjusting your planupdating and improving your plan on a regular basis