Chartered Financial Analyst
Bachelor of Arts (Hons), Concordia University, Montreal, Canada
Master of Arts (Economics), University of Toronto, Toronto, Canada
Retirement & Investment Planning; Discretionary & Non-Discretionary Portfolio Management; Insurance & Estate Planning; Individual Pension Plans; Trusts
At BMO Nesbitt Burns, our most deeply held belief is that the client comes first and we are proud to be a part of that tradition. To help you meet your financial goals we first listen to your personal wish list and then offer an effective road map to achieving your objectives.
At BMO Nesbitt Burns, we have unparalleled resources that include retirement planning expertise, investment strategies, and state of the art technology - all of which helps us to simplify the complex financial decisions you face. Let us put these resources to work for you!