Toll Free: 1800-924-0558
2 St. Clair Ave. West
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I began my career in the financial services industry in 1997 and a passion for working with people was born.
I spend considerable time ensuring that my clients' investment portfolios are appropriate to their specific financial needs, stage in life, and risk tolerance. I am passionate about educating clients and sharing my knowledge of investments and tax-saving strategies. In addition to providing investment advice, a large focus is on tax and estate planning issues to ensure that my clients have a clear and concise financial plan. My goal is to ensure your needs are met in a tax efficient manner keeping more money in your pocket.
I have been working with high net worth clients and their families for more than fifteen years. Prior to my role at BMO Nesbitt Burns, I held similar positions with a top Canadian bank, a private Canadian equity firm and as a premier sales representative at a top North American mutual fund company. I have seen the investment business from every angle.
If you think your portfolio is not being watched, you deserve better! Please contact me for a complimentary financial review.