Address

BMO Nesbitt Burns
2 St. Clair Ave. West
19th Floor
Toronto, ON
M4V 1L5
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Contact Us

Working with us

My Philosophy
The cornerstone of my commitment to you is to be a “CFO” for you and your family, to help grow, protect and transition your wealth with customized, innovative and comprehensive solutions.
 
In an ever complicated and global investment landscape, I help simplify and reduce the financial stresses for my clients, so that they can continue to focus on other priorities.
 
We are committed to ensuring that clients are prepared for the financial impacts of future life events, through ongoing reviews and contact.
 
Beyond investments, clients have access to my team of experts in wealth/tax planning, business and property sale, insurance, estate/trust, banking (including global and cross-border), and philanthropy.
 
 
Our Principles and Service Commitment
  • Handling people’s wealth with care
  • Regular contact: we nurture personable, professional and trustworthy relationships with the families we serve
  • Integrity pricing: conservative fees with full transparency
  • Quality advice is more important than quantity
  • Customize a clear and concise asset management plan to target the return you need
  • A financial plan the way you want it: not just about “retirement”,  tax, legal, estate and legacy lens for any life stage or goal