With more than 10 years of experience in Financial Industry, and intense training, I have a proven record of providing valuable advice to my clients.My clients range from those currently in the workforce and who are looking for growth to those approaching or at retirement who are looking to generate income from their investment savings.
My Mandate...
I understand that while each and every person has unique needs, many have similar goals. Every investor wants to avoid losses, minimize taxes, earn a reasonable return commensurate with risk, and most of all people want to have a peace of mind regardless of the continously changing financial market.
While growing a portfolio is important, I believe that Capital preservation, producing secure and consistent income and transitioning the portfolio to the next genaration in a tax efficient manner should be of utmost importance.
My Business Philosophy...
The business philosophy of my practice is to provide honest, sincere, meaningful solutions to clients who are looking for one stop shopping. My clients can expect a relationship built upon trust and mutual respect, as well as superior investment recommendations that are in context with their personal goals.
Listed below are some links to various investments vehicles which you may want to investigate further.If you have any question, feel free to call me (416-359-4162), or send me an e-mail.
Advance Program...
The Advance Program is a money management program tailored made according to your individual objectives and risk profile.It gives you access to the investment management services of some the world's top money managers. For more information on this program or any other BMO Nesbitt Burns proprietary Managed Products, please click here
Estate Planning...
An integral part of financial planning, may include minimizing taxes, preservation of capital, reducing potential probate fees, gifting etc. For further information, please click here
Stocks/Bonds...
The process of selecting suitable securities for client's portfolios is facilitated by BMO Nesbitt Burns highly ranked research department. For more information, please click here
Mutual Funds**... The Mutual Funds industry is very vast and at times it is difficult to choose from several thousand different funds. To use our mutual fund research and for more information, please click here
Retirement planning...
Our Propertiery software "Pathfinder" is an extremely valuable tool to determine if you are on the right path to meet your retirement objectives. For more information, please click here
For further information on issues to consider when developing your personal objectives, please call me and I will be happy to provide you a complimentary financial snap shot.
1All insurance products and advice are offered through BMO Nesbitt Burns Financial Services Inc. by licensed life insurance agents, and, in Quebec, by financial security advisors.
All market data is delayed by at least 20 minutes unless otherwise noted. Quotes, historical data, charts and statistics are provided by SunGard PowerData. BMO Nesbitt Burns is not responsible for the information provided.
** Mutual fund prices are as per previous day's close. Unlike stock prices they are not updated throughout the day.
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