What I do...
I partner with select families to maximize their return on life by providing trusted and proven wealth management strategies.
In other words, I work closely with successful individuals and corporations and provide an all encompassing wealth strategy that gives peace of mind to our clients so that they can focus on areas of their lives that matter the most to them (such as their children, grandchildren, charities, hobbies, etc.)
Through the wealth management process, I work directly with you to assess you and your family's priorities and create a customized plan to achieve success.
I utilize the knowledge, expertise and resources of BMO Nesbitt Burns and BMO Financial Group to address your issues. Some of which may include:
Transitioning to Retirement
Income Distribution Planning
Succession Planning for Businesses
Legacy Planning and Charitable Giving
If there is anyone that you know that can benefit from our services, please feel free to pass our name along. I consider these referrals the highest complement and be assured that any referral received will be treated with the highest degree of respect, confidentiality, and professionalism.