Investment Advisor and Financial Planner
730 View Street, 10th Floor
BMO Shelbourne Branch
3616 Shelbourne St.
- I believe people seek guidance navigating the overwhelming number of financial solutions.
- I believe a plan is fundamental to identify goals, develop strategy and measure progress.
- I believe in understanding and respecting a client's tolerance for risk.
- I believe in delivering a customized investment strategy.
- I believe in ensuring clients understand what they own and why they own it.
I am committed to building solid, lasting relationships with all my clients. Keeping clients informed is a top priority for me, and this means providing access to a wealth of educational materials, promptly returning phone calls and quickly following up on administrative issues.