Wealth Advice You Can Trust
While unique, my clients share a common goal, that of achieving financial security in the pre-retirement years, enjoying their golden years and finally passing on their hard-earned assets to their loved ones. I have worked with my clients through various stages of life and design personalized investment and financial strategies to achieve this common goal.
I understand that at times clients may worry when it comes to managing their money. As their trusted Wealth Advisor, I work with my clients so they can be confident that they have an appropriate plan in place that ensures their personal and financial goals are achieved.
The most important measure of my success is the success of my clients!
I joined BMO Nesbitt Burns April 2004, after 30 years of service with BMO Bank of Montreal. I am committed to building solid, lasting relationships with all my clients. Keeping clients informed is a top priority. This means providing access to a wealth of educational material, promptly returning phone calls and quick follow up on administrative issues.
As a BMO Nesbitt Burns Wealth Advisor I offer timely, relevant, high quality investment advice. This is accomplished by utilizing BMO Nesbitt Burns industry-leading equity research and through BMO Nesbitt Burns Managed Assets Group which provides access to world-class managers.
Diane Mehagan, Mark Moulson, Gail Perry.
Wealth advice you can trust.
Visit my research page for the latest commentary and market analysis from our award winning BMO Capital Markets Research Team.