MBA, The Richard Ivey School of Business
Customized Private Client Portfolios
Retirement (RRSP’s, RRIF’s), Education (RESP’s) and Financial Planning
Estate and Insurance Planning
Trust Investment Management
I work with professionals, institutions, small business owners and families to custom-design solutions to meet their specific needs. You will have access to the full suite of investments, including stocks, bonds, mutual funds and insurance.
I began my career with BMO back in 1995 where I was a small business commercial account manager in the Niagara Region. I managed the full banking relationship for small business owners including both their personal and business credit and investment requirements. Most recently, I was in financial services sales with Fortune 500 firms including ADP, KPMG and Davis & Henderson. I graduated from the Richard Ivey School of Business with an MBA.
About BMO Nesbitt Burns
As one of Canada's leading full-service investment firms, BMO Nesbitt Burns serves the investment needs of individual, corporate, government and institutional clients. BMO Nesbitt Burns Investment Advisors draw on the firm's top-ranked* investment research and broad range of products and services designed to meet the specific investment objectives of individual clients. BMO Nesbitt Burns Investment Advisors provide their clients with timely advice, high-quality service and one of the broadest selections of products in the business. In addition to the traditional equities, fixed income securities and mutual funds, BMO Nesbitt Burns has developed an extensive and growing line of proprietary products.