Education: Bachelor of Arts, University of Winnipeg, Winnipeg, MB CGA Designation, Certified General Accountants Assoc. of CanadaSpecialties:
My Profile I joined BMO Nesbitt Burns in September of 2010 after spending 19 years in the public accounting profession. After graduating from the University of Winnipeg in 1990, I received my Certified General Accountants designation in 1997 and was awarded the Fellowship distinction from CGA Canada in 2008. I was an original founding partner in the Western Canada based accounting firm Duncan Sabine Collyer Partners, LLP where I practiced until July, 2010. My experience in dealing with clients in the accounting profession and my passion for forming strong working relationships with my clients has led me to taking a holistic approach to wealth management. I aspire to build a strong working relationship with and be a trusted advisor to each and every client I serve.
About BMO Nesbitt Burns BMO Nesbitt Burns is a strong, proud and determined organization with its sights set on becoming the number one financial services firm in North America. Our technology, research and relationship with the bank sets standards in Canada and in the global marketplace. BMO Nesbitt Burns is an advisory firm run by successful Advisors. Since 1912, the firm has had an unwavering belief in the power of the Advisor-Client relationship. BMO Nesbitt Burns is a core part of the success of BMO, Canada’s oldest bank, founded in 1817.
Investment Management: If your goal is to grow and/or preserve your wealth, we can suggest an investment strategy that's right for you.
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Tax Planning: Tax minimization is a key strategy to manage your wealth. A Stewart | Larry & Associates professional will work with your current tax team to help you effectively manage your assets.
Retirement Planning: We know that many of our clients focus on making a difference today for a better world tomorrow. We help you invest responsibly.
Philanthropic Giving: Create a legacy that reflects your values and beliefs while making the world a better place.
Trust & Estate Planning: Our team will work with you to create a comprehensive estate plan that aligns with your values.
Insurance Planning: We will help you determine what, if any, insurance protection you need to complement your overall wealth management strategies.
Wealth Planning: A wealth plan helps you understand where you are and where you want to be. We create a plan to help get you there.
Business & Succession Planning: We will take care of your business and your family.