Wealth Advisor, Portfolio Manager
BMO Nesbitt Burns
197 Dufferin Street
Associate Portfolio Manager
Tel: (902) 541-4503
"I put my best efforts into all things that matter to our clients"
My work history has been focused on financial roles in business and government. After graduating from Dalhousie University, I joined the Department of Finance in Ottawa in 1975 where I spent five years before returning to Nova Scotia to work in the private sector including 15 years with Focal Technologies in Dartmouth. This prior work experience combined with a focus on continuous learning help me in developing financial plans and investment strategies for our clients. I joined BMO Nesbitt Burns in 2005 and my role in our team allows me to apply my strong interest in business, the economy and financial markets to the benefit of our clients. Being able to do this while working in a client-focused team committed to high standards and integrity is highly rewarding.
My wife and I moved to the South Shore after raising our three children in the Halifax area. We enjoy the outdoor lifestyle and community spirit here and are active volunteers. Our children still reside in Nova Scotia which means we are able to spend time regularly with them and our grandchildren.