Education:
MBA - Financial Services, University of Quebec
Bachelor of Commerce (Hon), University of Ottawa
Professional Financial Planning, Canadian Securities Institute
Canadian Securities, Canadian Securities Institute
Canadian Insurance, Canadian Securities Institute
FICB - Fellow, Institute of Canadian Bankers
Specialties:
Conservative Wealth Management Strategies for individuals and businesses that includes:
·Investment Planning (Managed Assets,Stocks, Bonds,Mutual Funds,GICs)
·Retirement Planning (RRSP,RRIF,LIRA,LIF,IPP,RESP)
·Estate*, Insurance and Transition Planning
I have several years’ experience in the investment industry working directly with varied clientele. I graduated from the University of Quebec with a MBA in Financial Services. This knowledge and experience is invaluable when dealing with my clients’ financial affairs. Aware of the needs of the community, I am an active member of the National Capital Runners Association in Ottawa.
Mission Statement: My mission is to assist you in turning your Investment, Retirement, Education, Estate* and Transition Planning goals into reality by providing you and your family with the very highest level of Wealth Management Advice and Consulting Services.
Business Philosophy: I firmly believe that my clients’ interests are best served by taking a fully-diversified portfolio approach to investing to protect against market volatility and enhance returns.
I work closely with my clients to understand their needs, objectives and risk tolerances to formulate customized financial strategies designed to improve portfolio returns. In developing their financial plan, I examine their current financial strategies, focus on their objectives and quantify their goals while keeping risk at acceptable levels. Whether a client is conservative and income oriented, or looking for growth, I design a strategy that best fits their needs.
I do this both by following a stringent asset allocation and investment process for each client, and by working very hard to establish a sound relationship. I develop customized financial strategies by using recommendations from BMO Nesbitt Burns’ Research Department and BMO Nesbitt Burns' Pathfinder interactive software designed to help my clients achieve their specific goals while keeping them within their risk profile.
I am committed to helping my clients achieve their goals, minimizing their risk and meeting with them on a regular basis to review their strategies and evaluate their progress.
1Brendan Wood International Survey. Institutional Equity Research, Sales and Trading Performance in Canada, 2007 Report.
2All 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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