I'm committed to providing my clients with professional service, well-researched recommendations, and a sincere concern for their financial success.
My role as an Wealth Advisor is to work with each client to understand their financial goals, to develop an appropriate investment plan and to help them to monitor the progress of their plan. My sincere concern for my clients' financial success has earned me many referrals over the years.
My recommendations take into account the importance of tax planning and estate planning to ensure that they take advantage of any available opportunities.
I start each morning listening to a conference call which keeps me abreast of the latest information on markets and international news effecting them. Our BMO Nesbitt Burns analysts, share their opinions with regards to developments within individual companies or entire industry sectors. I then pass this information on to the clients who have a vested interest in those areas.
If you have any questions regarding your portfolio or would like to explore a new approach of investing, please call me at (613)-967-2250 or by e-mail at firstname.lastname@example.org