I have been specializing in Financial Planning since 2002 and a BMO Bank of Montreal employee since 2000. I am proud to hold the highly esteemed CERTIFIED FINANCIAL PLANNER® or CFP® designation and the Financial Management Advisor (FMA) designation. I also carry a level 2 insurance license.
Financial planning is grounded in the belief that a clients' interests are best served by taking a fully diversified portfolio approach to investing. I work closely with my clients in formulating a customized investment strategy designed to help improve portfolio returns, while striving to keep risk at an acceptable level. Whether my clients are conservative investors, or growth-oriented investors, I will design an investment strategy that fits each client's needs.
BMO Nesbitt Burns as part of the larger network of BMO Financial Group enables me to partner my expertise, with that of other specialists within the BMO Financial Group as well as other outside specialists and life management professionals.
The result is that I am positioned on behalf of my clients as a 'team co-coordinator', providing clients with access to the expertise they need in all areas essential in helping to build, protect and manage their wealth and lifestyle.