Bilingual Investment Advisor
BMO Nesbitt Burns
1 First Canadian Place
I lead – on your behalf – an extended team of in-house BMO Financial Group experts. My team has the collective expertise to advise you both personally, and professionally. I am here to help with all your financial priorities at every stage of your life, providing an unbiased, holistic approach that encompasses all aspects of wealth management: investment management, wealth and tax planning, estate and insurance planning, business succession planning, private banking, business banking, and philanthropic services.
To develop and implement a customised investment strategy
To ensure your wealth management goals are set and achieved
To create optimal tax strategies leveraging in-house and external experts
To help ensure the financial security of your loved ones
To provide you with a greater sense of security
US & CAN PRIVATE BANKING
To meet your personal banking needs on both sides of the border
To offer you a seamless borrowing experience
BUSINESS ADVISORY AND SUCCESSION
To assist entrepreneurs with the transition of the management and ownership of their business
To help you structure your giving and create a lasting legacy that can make a difference in your community
To schedule a private consultation, click here.
To learn more about my approach, click here.