885 West Georgia Street
Prior to coming to Canada, I graduated from Law School in the United Kingdom
with an LL.B. (Honours). For the past 10 years with BMO Financial Group, I have
been serving our clients by assisting them with their investment and financial
requirements. As well, during that time, I held various managerial positions, the
most recent as managing the second largest BMO branch in Canada.
I firmly believe that my clients' interests are best served by taking a fully diversified
portfolio approach to investing and employing the principles of dollar-cost
averaging to take advantage of market volatility and enhance returns. I work
closely with my clients to formulate customized investment strategies designed to
improve portfolio returns, while keeping risk at acceptable levels. Whether a client
is conservative and income-oriented, or looking for conservative growth, I design
an investment strategy that suits their personal situation.
Many financial issues affect us all: saving for retirement; minimizing taxes; setting
aside funds for a major purchase or to finance a child's education. To reach your
own financial objectives, you need to consider the challenges of building and
preserving capital in today's increasingly complex marketplace.
I am committed to building a solid, lasting relationship with my clients. Keeping
clients informed is a priority for me, which means providing access to a wealth of
educational materials, promptly returning phone calls, and quickly following up on
administrative issues. It also involves monitoring portfolios on an ongoing basis to
take advantage of opportunities and changing market conditions as they arise. I
regularly review goals, strategy and portfolio performance with my clients.