Education:
Bachelor of Arts, Military History, University of Calgary
C.S.C., Canadian Securities Institute
P.F.P., Canadian Securities Institute
C.O.C., Canadian Securities Institute
Languages Spoken:
English
Specialties:
The focus of my business is the construction of personal investment portfolio's within the context of an overall financial/retirement plan.
I've spent my entire career in the financial services profession with one firm ... BMO Nesbitt Burns. I am now working very closely with the Bank of Montreal in helping their clients get the most from their investments. I have completed my Professional Financial Planning program with the Canadian Securities Institute and together with the resources available at BMO Nesbitt Burns, I've been able to help my clients with all their retirement planning needs. I am currently licensed to deal in securities of all types, which includes stocks, bonds, mutual funds and a wide choice of customized investment products. I also hold a licence to deal in options and insurance products.* I pride myself on my ability to provide the highest quality of service to ALL my clients.
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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