Welcome
I have been working in the financial industry since 1996, first as a Chartered Accountant (CA®), and for the last 25 years as a Portfolio Manager and Senior Investment Advisor with BMO Nesbitt Burns. I am a Chartered Investment Manager (CIM®), Certified Financial Planner (CFP®), and Financial Management Advisor (FMA®), the highest financial planning designation awarded by the Canadian Securities Institute. I graduated from Cornell University in New York with an Honors Bachelor of Science in Economics.
Investment Philosophy
Whether 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.