Comprehensive wealth management
Investment, retirement, estate planning
Inter-generational wealth transfer
Tax minimization strategies
Insurance services*
Cash Management & term deposits

What I Offer

Whether you're running your own business or working for a firm, when preparing for your retirement, you need sound financial advice that you can trust and rely on.  For the last 10 years, we have closely worked with a select group of successful business owners, veterinarians, doctors, pharmacists, executives, senior managers and retirees, providing them expert financial advice and services.


 Services Provided:

•Investment Management

•Personal and Business Estate & Insurance Advisory

•Trust & Executor Services

•Wealth Planning

•Philanthropy & Planned Giving

•Tax Planning

•Banking & Borrowing

About BMO Nesbitt Burns

BMO Nesbitt Burns is one of North America’s leading full-service investment firms. It has been committed to helping clients meet their investment objectives and goals since 1912. Today, BMO Nesbitt Burns is focused on meeting the needs of individual investors through a customized approach to wealth management, including our award winning equity research. As part of BMO Financial Group, BMO Nesbitt Burns also provides clients with access to one of the broadest selections of wealth management solutions and services available today.