Education:
MBA, Richard Ivey School of Business, UWO
Fellow of the Canadian Securities Institute (FCSI)
Languages Spoken:
English
Specialties:
Wealth Management
Estate Planning*
I want you to understand and be comfortable with the investment decisions that we make today, and recognize how our decisions will benefit you and your family in the future.
Investment Philosophy
I work in partnership with you to help you achieve your long-term investment goals. I believe that establishing the correct asset mix is central to prudent wealth management. One of my primary responsibilities as an Investment Advisor is to help you understand what investment opportunities are appropriate for your individual portfolio. I will draw on my years of experience, my education, and the resources of BMO Nesbitt Burns' extensive research team to provide you with meaningful advice. I am very focused on providing an exceptional level of service and building long-term relationships with my clients.
Investment & Retirement Planning
Working with the BMO Nesbitt Burns' interactive Investment and Retirement Planning software, I am able to provide you with a customized, easy to understand road map to achieving your wealth management and estate planning goals. While no one can predict the future, at BMO Nesbitt Burns we can help provide you with clarity and set you on the path to achieving your goals.
BMO Nesbitt Burns Managed Accounts
For sizeable investment portfolios, professionally managed accounts may be the best way to realize your goals. Working closely with you, I will formulate a customized investment strategy designed to help you achieve your goals, and although you retain ultimate control, all of the day-to-day investment decisions are made on your behalf by professional money managers in our managed account programs. The BMO Nesbitt Burns Architect Program®, Advance Program®, Blueprint Program®, and Quadrant Program® are designed to meet the needs of discerning investors like you.
Personal Profile
I have committed my professional life to a career in the financial services sector, which spans almost two decades. My career began in management with a major Canadian chartered bank and I then joined BMO Nesbitt Burns in 1996 as an Investment Advisor. To achieve long term success, I believe one must be committed to self-improvement and education. I recently completed my Masters of Business Administration degree at the University of Western Ontario’s Richard Ivey School of Business. My professional designations include the Canadian Securities Institute’s Professional Financial Planning and Canadian Investment Finance (CIM) courses. In 1992, I earned the respected Fellow of the Canadian Securities Institute (FCSI) designation; and last year I completed the Ch.P Strategic Wealth program, the new standard for excellence in wealth management.
I am an outdoor enthusiast and enjoy spending time canoeing, kayaking, camping and hiking in Ontario's LaCloche region and Killarney Park. I also stay active cycling, and running, and have recently joined the BMO Bank of Montreal's First Dragon's competitive dragon boat team.
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.