Welcome
As a Chartered Professional Accountant, CA, what I do goes well beyond offering investment advice. I challenge clients to take an honest look at their progress towards reaching their after-tax financial goals. The investments are a tool to help achieve those goals, but offering a full wealth management solution is where my background allows me to really add value for my clients.
On the following tabs you will learn a little bit more about me professionally and personally, my business and investing philosophies, and the resources available to me as a BMO Nesbitt Burns Investment Advisor to grow and preserve your wealth.
Thanks for taking the time to visit my website and learn more.