Tel: 613-967-2250
Toll Free: 1800-647-3998

Address

BMO Nesbitt Burns
210 Front Street
Belleville, ON
K8N 2Z2
Map

Contact Us

Our Approach

 
Our approach is different. Because our clients are different.
What is most important to you? I will tailor a solution specifically for you, to maximize opportunities and mitigate potential challenges down the road. I apply disciplined, holistic, transparent and independent guidance, maintaining open and regular collaborative lines of communication, listening to you, and keeping you informed.
 
I work with a specialized team of experts at BMO Private Wealth to understand your life priorities and deliver on our commitment to:
You and Your Family  Assess your financial goals and level of risk tolerance

1 Develop a strategic and effective in-depth plan based on your current financial picture

2 Put your customized investment plan into action

3  Monitoring its progress over both the short and long term, with a responsibility to keep you informed 

 4  Meet at your desired frequency to review your portfolio, re-evaluate and re-balance where necessary

5