Tel: 905-404-8970
Tel: 905-404-8088
Fax: 905-404-0289
Toll Free: 1800-785-0255


BMO Nesbitt Burns
419 King Street West
Suite 301
Oshawa, ON
L1J 2K5

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Investment Philosophy
  • Diversify your investments between various asset classes; Cash, Fixed Income, and Equities

  • Invest in quality securities

  • Time in the market is more important than timing the market

  • Taxation is an important consideration when making investment decisions

  • Periods of difficulty and negativity often represent excellent long-term buying opportunities
Why Invest with Me
  1. Trustworthy - I will provide trustworthy, personalized advice and will always act on your best interest

  2. Knowledgeable - Expert knowledge of financial markets and investments.

  3. Balanced Approach - I believe in taking a balanced approach to investing, including fixed income as well as equities in most portfolio's

  4. Experience - With over 20 years of advisory experience I have witnessed many market cycles and will act as a buffer between your emotions and your investment behaviour

  5. Research - I am backed by top quality Equity and Economic research

  6. Service - I am committed to giving my clients a high standard of service including ease of contact and fast and efficient follow-up. I am available to answer all questions or concerns that may arise
I would like to thank all clients who have referred friends or colleagues to me recently. My business practice continues to grow through these referrals, and your trust in the way I work is truly appreciated.