2 St. Clair Ave. West
It Starts with You
Building, protecting and enjoying wealth. These basic concepts should be the foundation of any discussion as it pertains to your financial well-being. Each person has their own unique needs which will determine how their goals are reached. My extensive background gives me a broad and deep understanding of how relevant this is to your situation.
What You Can Expect from Me
As your advisor, I take a disciplined approach to financial oversight. This starts with a personal comprehensive plan to understand and define your vision. Once built, this will act as a blueprint that we will follow, monitor and adapt when circumstances dictate change. I meet with my clients regularly to ensure lines of communication are always open and that they feel confident in their long term strategies.
Leveraging the insight and resources of a team of experts at BMO Financial Group I am able to offer a well-rounded approach to all aspects of wealth management. At various touch points these may range from the essentials of investment and retirement planning to more complex needs such as business succession and philanthropic giving. As an Investment Advisor with BMO Nesbitt Burns it is my privilege to work with you.