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After graduating with a business degree from McMaster University I enrolled in the MBA program, also at McMaster. I managed to attain my MBA in 1992, while working full-time and raising a young family. I had a notion that running a business would be a gratifying way to make a living. Having a mission, executing from a business plan to realize that mission, helping people achieve their own goals while achieving my own…these were all part of my ambition in the early stages of my career.
Today, after having joined BMO Nesbitt Burns in 1994, I more fully appreciate that my academic preparation gave me important skills for my career as a Wealth Advisor: evaluating appropriate investments, understanding business structures, tax issues, etc. But Life has taught me even more: raising a family, budgeting, paying down a mortgage, and saving for my own retirement – all these endeavors have given me a greater perspective on the financial concerns of the clients I serve.
Education gave me tools; Life, plus more than 20 years’ experience, have given me insight. Combing these with the strength and resources offered by the BMO Nesbitt Burns and the BMO Financial Group, I can offer you and your family unmatched investment, business, estate, and retirement advice.