Working with Us

Why Deal With My Team?

I have chosen to form a team so that I may better service your financial planning needs. This pooling of expertise and experience enables us to work together and come up with the most comprehensive solutions to your concerns. After examining your unique situation, we will make recommendations that we believe will be of the utmost benefit, and help you realize your goals and objectives. My clients are reassured that they have more than one professional caring for their affairs.

Professional Portfolio Management

Through my team, you will have access to some of North America's best investment managers, giving you peace of mind and the advantage of knowing that your strategic investment objectives are being optimally managed by a team of experts, for one all-inclusive fee.

I am also pleased to offer you alternatives as to how you wish to pay for our services. For a flat annual fee, clients are able to execute their trades, using us, up to an allowable limit.

Portfolio Performance Reporting and Personal Recommendations a Minimum of Annually

I'll show you how you've done, as well as provide you with an easy to read, written recommendation on your holdings and asset mix, a minimum of once a year. Of course, you are always able to access this information more frequently, depending on your individual needs.

Retirement and Financial Planning

Start now, start early is my message to all of my clients. Using our own in-house retirement analysis software program, and the many account options available, I can help you achieve your retirement goals and minimize taxes.

Estate and Insurance Services

Offered by our Estate and Insurance Team

Online Access to your Account and BMO Nesbitt Burns Research

BMO Nesbitt Burns Gateway is our online client information centre. My clients find tremendous value in this no cost service.