Vice-President and Portfolio Manager
BMO Nesbitt Burns
132 Trafalgar Road
been working in the financial industry for over 15 years, first as a
Chartered Accountant, and currently as an Investment Advisor with BMO
Nesbitt Burns. I graduated from Cornell University in New York with an
Honors Bachelor of Science in Economics. I am a CERTIFIED FINANCIAL
PLANNER® professional, as well as a Financial Management Advisor, the
highest financial planning designation awarded by the Canadian
Securities Institute. I am Life Insurance licensed and I am currently
working towards becoming a discretionary money manager while earning my
Canadian Investment Manager designation.
you are accumulating or preserving wealth, it is imperative that you
have a financial plan to succeed in meeting your goals and objectives.
With the ever-expanding amount of products and information available to
individuals these days, constructing an effective financial plan can
become an overwhelming experience. Using a strong technical background
in financial planning, investment techniques, and tax, I strive to
simplify this process for my clients, while constructing a written
Investment Policy Statement. Acting as a personal Chief Financial
Officer, I use my unlimited access to a full range of investment
vehicles, ensuring that I choose the appropriate products and strategies
to meet all of my clients’ needs.