Tel: 519-646-2314
Fax: 519-679-8848
Toll Free: 800-265-4195

Address

BMO Nesbitt Burns
255 Queens Ave.
Suite 1900
London, ON
N6A 5R8
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Contact Us

OUR UNIQUE VALUE

Stemming from my extensive financial training (i.e. M.B.A. Finance, 5 Years Corporate Finance), over my 28 years serving retail clients we have always focussed on a strategic based approach. This includes:
 
  • Financial Planning
  • Insurance Planning
  • Tax and Estate Planning
HOWEVER:  When our clients are asked what unique value we bring, they state  "INDEPENDENT THOUGHT AND ACTION"

In this age of overwhelm, I regularly block time in my schedule to:
  1. work in a quiet and creative space ... for
  2. reading, thinking, writing, and learning about the investment landscape and how I plan to achieve our investment objectives ...
This is what I love to do.