Connecting you to customized wealth advice and solutions at BMO Private Wealth
I have been helping individuals and their families with their investment needs since 1997. I am a graduate of Queen's University where I earned an Honors degree in Economics and I've also attained the Canadian Investment Manager (CIM), the CERTIFIED FINANCIAL PLANNER® or CFP® designation and the prestigious Fellow of the Canadian Securities Institute designations.
I firmly believe that my clients interests are best served by taking a fully diversified portfolio approach to investing and employing the principles of dollar cost averaging to take advantage of market volatility and increase returns. Working closely with my clients, I will formulate a customized investment strategy designed to improve their portfolio's return, while keeping risk at an acceptable level. Whether my clients are conservative income-oriented investors, or growth-oriented investors, I will design an investment strategy that best fits my clients' needs using a wide range of investment products from GICs, bonds, mutual funds, stocks, options, discretionary managed products or hedge funds.
If you would like a relationship based on trust and a process that delivers peace of mind please feel free to give me a call (384-8470) or stop by my office located at the Bank of Montreal, Cataraqui Town Centre, 945 Gardiners Rd, Kingston, ON K7M 7H4.
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