979 Bank Street, 6th Floor
Why Work With Me
For over a decade, many
private investors have placed their confidence in me to help guide them in their
important financial decisions. With proper planning, efficient reporting,
regular communication and access to the expert resources within BMO Financial Group,
you can feel confident knowing that I have all of your wealth management
How We Work TogetherI am committed to preparing a wealth management plan specifically tailored to reflect your needs, visions and financial well-being. I work to establish and sustain a collaborative advisor-client relationship where transparency is of the utmost importance. I help you navigate through a vast array of options, providing you the most relevant information and empowering you to make an informed decision.
The Importance of a Sound Investing PartnershipMany 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 market place.
Service ExcellenceI strive to build solid, long-term relationships with all my clients. Before offering any advice, I familiarize myself with your situation; whether personal, professional or financial. Understanding what money means to you enables me to come up with the best strategy.