Servicing clients in an advisory capacity for the past nine years, I joined BMO Nesbitt Burns Private Client Division in 2002 to better serve my clients’ needs by offering a widened array of services, products and top ranked research.
To provide you and your family with a customized comprehensive roadmap for all aspects of your wealth, implementing unique solutions to better meet your constantly changing needs. Understanding that you and your family lead busy lives, most clients position me as their primary contact for all financial matters, and where necessary, working with other professionals or your existing relationships to aid in the completion and execution of your plan. For examples of my typical clients click here.
Financial Planning is an ongoing process with several distinct steps:
Evaluating your current situation;
Clarifying your goals;
Identifying challenges to achieving your goals and considering alternative solutions;
Developing a comprehensive, written analysis with recommendations;
Implementing your plan, and
Reviewing it on a regular basis.
As a licensed Certified Financial Planner I encourage you to take the time with me to review your financial health objectively to better appreciate your specific needs and harvest creative solutions to achieve your goals.
For more detailed information on the CFP designation click here for a description.
Estate Preservation & Wealth Creation
As licensed Insurance* Advisors, my colleague Val Chedore, CLU, an Estate & Insurance Advisor, and I, will examine your family and business risks for possible pitfalls and tax saving opportunities. Different kinds of insurance can be a cornerstone of a retirement plan for affluent individuals, a cost effective wealth preservation strategy for your estate, or a tax savings vehicle for Small Business Owners. Insurance strategies can also be used to increase your after-tax income in retirement.
I hold designations as a Certified Financial Planner (CFP) and a Financial Management Advisor (FMA). I have completed the following CSI courses with honours: Wealth Management Techniques, Derivatives Fundamentals Course, Canadian Securities Course and Conduct and Practices Handbook. Other courses include the Professional Financial Planning Course (CSI), Options Licensing Course (CSI), Life Insurance Levels I & II (Advocis), and the Investment Funds Course (IFIC). Currently, I am enrolled in the Canadian Investment Manager Program (CIM).
1All insurance products and advice are offered through BMO Nesbitt Burns Financial Services Inc. by licensed life insurance agents, and, in Quebec, by financial security advisors.