Specialties:
Retirement & Financial Planning - Investment Management
Serving the LGBT Community with respect & understanding
My team includes: wealth management consultants, estate, insurance and lending specialists
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Background
I specialize in retirement planning and investment management for business owners, executives and professionals. As a seasoned executive with over 20 years experience as a business owner and corporate sales and marketing professional I understand and appreciate how hard you work for your money. I bring a wealth of business and client service experience to my investment practice. Providing you with solid advisory expertise and access to a team of experts who can help create solutions - from wealth planning and investment advisory services to estate planning and insurance strategies.
Service Excellence
I am committed to building a solid, lasting relationship with all my clients. Keeping clients informed is a top priority for me, and this means providing access to a wealth of educational materials, promplty returning phone calls, and quickly following up on administrative issues. It also involves monitoring accounts on an ongoing basis to take advantage of opportunities and changing market conditions as they arise. I regularly review goals, strategy and portfolio performance with my clients.
About BMO Nesbitt Burns
As one of Canada's leading full-service investment firms, BMO Nesbitt Burns serves the investment needs of individual, corporate, government and institutional clients. BMO Nesbitt Burns Investment Advisors draw on the firm's top-ranked* investment research and broad range of products and services designed to meet the specific investment objectives of individual clients. BMO Nesbitt Burns Investment Advisors provide their clients with timely advice, high-quality service and one of the broadest selections of products in the business. In addition to the traditional equities, fixed income securities and mutual funds, BMO Nesbitt Burns has developed an extensive and growing line of proprietary products.
Please contact me today and ask for a complimentary consultation or request additional information on any of the services I offer.
1* Brendan Wood International Survey. Institutional Equity Research, Sales and Trading Performance in Canada, 2009 Report.
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