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Portfolio Manager, Investment Advisor
Toll Free: 1800-787-4014
311 George Street N
BMO Bank of Montreal
16 William Street South
As an Investment Advisor and Portfolio Manager serving Lindsay and the Kawartha Lakes, our dedicated team strives to provide timely and effective investment advice for both personal and commercial clients. We specialize in financial planning, pensions, retirement planning, discretionary portfolio management and tax and estate planning.
Our goal is to provide conservative, customized and proactive financial planning advice tailored to the needs of our clients. Our commitment is to design and implement a personalized Financial Plan for each of our clients, and have a structured process to monitor and evaluate regularly. We draw on the strengths and resources of BMO Nesbitt Burns, one of Canada’s oldest and distinguished investment dealers, to help guide our clients in the wealth building process.
Our clients’ aspirations – that is where our advice begins. This demands that we listen first and offer solutions second. Our clients can expect to receive a financial plan that clearly sets out the course we will take to keep them secure and guide them smoothly to their final destination. We also assist our clients with arranging legacies and bequests for their heirs and charities. Regular contact and account reviews are cornerstones of our client service.
Our most important measure of our success is the success of our clients. We believe that in order to effectively manage our client’s wealth, one must operate in an open and transparent environment. We believe that transparency is critical to establishing a long-term client advisor relationship.