Senior Investment Advisor, Senior Wealth Advisor
BMO Nesbitt Burns
269 Laurier Ave. West
As a thirty-four year veteran of the financial services industry, with seventeen of those years as an Investment Advisor, I seek to not only serve the needs of my clients but to exceed their expectations. My clients are a diverse group comprised of high-net-worth individuals, retirees, professionals and small-business owners.
While unique, my clients share a common goal, that of achieving financial security in their pre-retirement years, enjoying their golden years and finally passing on their hard-earned assets to their loved ones.
My mission is clear: To provide wealth-management services based on experience, integrity and loyalty.
Helping secure the financial future of my clients and their families is a top priority. In order to remain current and better serve those who entrust me with the care and management of their financial situations, I keep up-to-date on changes and trends and am presently enrolled to obtain further professional designations.