Tel: 705-326-0891
Toll Free: 877-296-6956


BMO Nesbitt Burns
6 West St. North
4th Floor
Orillia, ON
L3V 5B8

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Our Philosophy

The client/advisor relationship is at the forefront of my business philosophy. Our Team takes pride in the consistent level of service provided to our clients.

Managing sound portfolios by assessing risk level, income needs, tax implications on investment choices and decisions, along with timeframe allows us to build solid, diversified and sustainable investment portfolios.

For an accurate investment picture, we believe in providing financial, retirement and estate plans, as well as, offering insurance products as an integral part of the wealth management process. Working with other investment professionals (i.e. accountants, lawyers etc.) to develop strong retirement and/or estate planning goals, creating a level of comfort that clients appreciate.