Financial Planner, Associate Portfolio Manager
Toll Free: 855-649-1888
606 - 4th Avenue South
MY COMMITMENT TO CLIENTSI strive to help my clients realize their financial goals, allowing them to simplify and enhance their day to day lives without the worry of financial complexities.
INVESTMENT PHILOSPHYRisk Management is a key strategy I follow when managing client's wealth. By managing risk, this allows my clients to have a smoother ride while hitting their financial goals along the way. A key determinant to successful investing is an appropriate mix of assets - cash, stocks and bonds. Using recommendations from BMO Nesbitt Burns' Research Department, I work closely with my clients to develop portfolios that are appropriate for them. As part of our long-term relationship, I will recommend changes to a portfolio mix if personal circumstances change.
SERVICEI am committed to building a solid, lasting relationship with my clients. Keeping clients informed is a top priority for me. This means providing access to a wealth of educational materials, promptly returning phone calls, and quickly following up on administrative issues. It also involves monitoring accounts on an ongoing basis to take advantage of opportunities as they arise, and changing market conditions. I regularly review goals, strategies, and portfolio performance with my clients.
ABOUT BMO NESBITT BURNSBMO Nesbitt Burns is one of North America's leading full-service investment firms. It has been committed to helping clients meet their investment objectives and goals since 1912. Today, BMO Nesbitt Burns is focused on meeting the needs of individual investors through a customized approach to wealth management, including our award winning equity research. As part of BMO Financial Group, BMO Nesbitt Burns also provides clients with access to one of the broadest selections of wealth management solutions and services available today.