committed to your financial success knowing the importance of
understanding your goals, maintaining your trust and building a long and
prosperous relationship to help you reach your dreams.
The Importance of a Valued Partnership
believe in putting my clients' interests first. Each individual has
unique circumstances that need to be considered for their personal or
business situation. Whether your priorities are saving for retirement,
preservation and growth of capital, estate planning, leaving a legacy,
minimizing taxes or saving funds for a major purchase or child’s
education, together we can help build a solid framework to address your
priorities. As an Investment Advisor with BMO Nesbitt Burns I draw upon
the firm’s Top Ranked research for 28 consecutive years* along with
customized solutions to meet the specific needs of my clients.
A Word of Thanks:
would like to thank all clients who have referred friends and
colleagues to us recently. Our business practice continues to grow
primarily through these referrals, and your trust in the way we work
together is truly appreciated.
comments included in this publication are not intended to ba a
definitive analysis of tax applicability or trust and estates law. Th
comments contained herein are general in nature and professional advice
regarding an individual's particular tax position should be obtained in
respect of any person's specific circumstances.