Toll Free: 866-616-7967
737 Golf Links Road
Welcome and Thank You for Visiting!
Combining Market Research, International Experience and Professional Ethics We Build Wealth
We are conveniently located at the corner of Wayne Gretzky Parkway & Henry St. - with free parking! - one kilometre south of Highway 403.
195 Henry Street - Brantford, ON - N3S 5C9
I work closely with all our BMO Partners in Brantford and in the communities of Brant County offering you seamless solutions for all your financial needs.
I have been servicing the investment industry for over 25 years, the last 15 of which have been at BMO Nesbitt Burns. Prior to that, I've advised investors at another bank-owned firm and completed a two year work/study term in Europe.
I’m a graduate of the University of Toronto and of Wilfrid Laurier University. I have been a part-time Teaching Assistant at Laurier, have served on the County of Brant Police Services Board and I’m an avid golfer at the Oaks of St. George. My wife and I live in Glen Morris where we’re raising our five children.
Why do your investing with us?
I believe in earning the privilege to be your trusted Investment Advisor for you and your family. Maintaining my client's trust is the reason why I've been able to survive and thrive over the past quarter century!
Working closely with all our BMO partners we have access to BMO Financial Planners, Financial Services Managers, Mortgage & Lending Specialists, Personal & Commercial Bankers - which provide you with a comprehensive financial service package.
We encourage the use of no-load and low MER solutions for our clients. We do a cost analysis for our clients and advise on cost savings opportunities.
We measure and report performance on your individual investments, your overall portfolio and most importantly your progress towards meeting your financial goals.
We work with you and your tax advisor to ensure you maximize opportunities to reduce your largest cost to investment performance - taxes.
Operating within your specific tolerance for risk is of primary importance to me. As a result, we both sleep soundly at night.
Thank you for taking the time to visit. Should you have any questions, require information on something of interest, or just want to come in for a cup of coffee and a second opinion, please let us know.