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Grant Gingrich
Sonia Mamone
Piero Mazza
Frank Lapierre

Address
429 Elizabeth Street
Burlington, ON
L7R 2L8
Map

Asset Mix Management


A key determinant to successful investing is an appropriate mix of assets - cash, stocks and bonds.

Using recommendations from BMO Nesbitt Burns' Research Department, I work closely with my clients to develop portfolios that are appropriate for them. As part of our long-term relationship, I will recommend changes to a portfolio mix if their personal circumstances change.