Wealth Advisor, Portfolio Manager, MBA, CIM, FCSI, CIWM
Toll Free: 1-800-924-0558
27 Cedar Street
Our Commitment to You
are committed to a transparent relationship with our clients. We want
you to understand and be comfortable with the investment decisions that
we make and how they will position you on your distinct path to
achieving your goals.
Your Wealth Management Partners
We will manage the uncertainty that the future has by working with you and your family every step of the way during the various stages of your life.
We use a four stage process to identify your immediate financial needs and plan for the future. We
are very focused on providing an exceptional level of service and
building long-term relationships.
We will draw on our knowledge and the resources of BMO Nesbitt Burns’ research team to provide you
with meaningful advice and help you understand what investment
opportunities are appropriate for your portfolio.
If you are not
currently following a structured approach to managing your wealth,
please contact us to establish your distinct path. Let’s work together
to reach your goals.
How We Can Help You
no one can predict where the market is headed, we can make sure your
portfolio is aligned with your personal situation and long-term goals.
To review your issues and to get a fresh opinion, please call us at
416-928-7412 or 1-800-924-0558