Investment Advisor, Financial Planner
BMO Nesbitt Burns
Toll Free: 1800-363-5191
633 Main Street
With over 30 years of experience within the BMO Financial Group, the last 12 being Investment and Financial Planning at the Bank of Montreal, I am able to bring value to my clients. The BMO Nesbitt Burns Charter of Client Rights and Client Responsibilities embody my commitment to serving my clients with integrity and professionalism. Drawing on the expertise of BMO Nesbitt Burns top-ranked Research Department, combined with solid Financial Planning and advice, my goal is exceptional personalized service.
I believe knowing your client is the key ingredient in developing a long term partnership. Asking questions, listening to you .Understanding where you want to be financially, and providing expertise to help you get there.
There is no one solution; each individual’s situation is unique. As things in your life change, your goals may change. I’m here to guide you through those changes.