Portfolio Manager, Investment Advisor
Toll Free: 866-290-2434
210 Front Street
BMO Bank of Montreal
62 King Street West
Snowbirds Financial Toolkit
For 15 years, I have been providing peace of mind investment management for clients.
Find out how you can:
- be confident of ongoing, worry-free, and conservative portfolio
management while away
- earn a portion of your snowbird income in US dollars
- make financial transactions convenient, and limit foreign exchange costs
- ensure you are prepared for medical issues
Contact me for the Snowbird’s Financial Toolkit.