To assist my clients in achieving their financial objectives by providing investment solutions tailored to their unique needs (families, individuals, business owners and institutions).
I employ a structured approach to investing by developing and implementing customized portfolios. I work closely with my clients to gain an understanding of their investment knowledge, experience and risk tolerance. My clients understand they must communicate their investment needs on a timely basis. Matching this information with the correct mix of investment solutions provides the foundation for investment success.
Commitment to You Backed by the resources of BMO Financial Group, I provide a wide variety of financial services and investment solutions. Please give me a call for more information.