the privilege of becoming my client's primary financial manager by
providing customized and proactive financial advice that is tailored to
the needs of my clients.
was born in Halifax, Nova Scotia. I am dually licensed for investments
and insurance services and have worked in the financial
advisory/management business since 1998. I have held positions such as
Branch Manager at a large independent investment dealer, and am
currently an Investment Advisor with BMO Nesbitt Burns. I am an advocate
of good health and enjoy all fitness and recreational activities.
a graduate of The Williams School of Business (Bishop’s University) I
obtained a Bachelor of Arts degree majoring in Economics. In addition I
also received a Bachelor of Science degree from Dalhousie University.
have completed a number of investment industry related courses,
including Professional Financial Planning Course, Branch Managers
Qualifying Examination, Managing High Net Worth and the Strategic 360
Course. I am a holder of the prestigious Chartered Strategic Wealth
Professional (CSWP) designation.
Why should you do business with me?
satisfaction and "Peace of Mind” is my main priority. I deliver my
service commitment to you and will provide the lifelong process of
wealth management every step of the way. That is a promise.
BMO Nesbitt Burns
About BMO Nesbitt Burns
Nesbitt Burns is one of North America’s leading full-service investment
firms. It has been committed to helping clients meet their investment
objectives and goals since 1912. Today, BMO Nesbitt Burns is focused on
meeting the needs of individual investors through a customized approach
to wealth management, including award winning research. BMO Capital
Markets has been named the best overall institutional equity research,
sales and trading team in Canada, BMO ranked 1st for equity research
quality and placed second for overall research franchise. As part of BMO
Financial Group, BMO Nesbitt Burns also provides clients with access to
one of the broadest selections of wealth management solutions and
services available today.