Wealth Advisor, Portfolio Manager, MBA, CIM, FCSI, CIWM
Toll Free: 1800-450-7655
154 Main St East
North Bay, ON
Our Commitment to You
We 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
While 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
705-494-8207 or 1-800-450-7655