Education: Bachelor of Arts, University of Winnipeg, Winnipeg, MB CGA Designation, Certified General Accountants Assoc. of Canada Specialties:
Wealth Management for business owners
Individual Pension Plans (IPP)
Corporate Investments and Holding Companies
Canadian Taxation
My Profile I joined BMO Nesbitt Burns in September of 2010 after spending 19 years in the public accounting profession. After graduating from the University of Winnipeg in 1990, I received my Certified General Accountants designation in 1997 and was awarded the Fellowship distinction from CGA Canada in 2008. I was an original founding partner in the Western Canada based accounting firm Duncan Sabine Collyer Partners, LLP where I practiced until July, 2010. My experience in dealing with clients in the accounting profession and my passion for forming strong working relationships with my clients has led me to taking a holistic approach to wealth management. I aspire to build a strong working relationship with and be a trusted advisor to each and every client I serve. About BMO Nesbitt Burns BMO Nesbitt Burns is a strong, proud and determined organization with its sights set on becoming the number one financial services firm in North America. Our technology, research and relationship with the bank sets standards in Canada and in the global marketplace. BMO Nesbitt Burns is an advisory firm run by successful Advisors. Since 1912, the firm has had an unwavering belief in the power of the Advisor-Client relationship. BMO Nesbitt Burns is a core part of the success of BMO, Canada’s oldest bank, founded in 1817.