"Personalization with extraordinary service to deliver an exceptional client experience"
Investment Philosophy
Working together for a Common Goal Moving you closer to achieving your financial goals requires timely investment ideas and market expertise. As a full-service investment firm, BMO Nesbitt Burns offers you the value-added benefits of information and advice. With a top-ranked research department* and a dedicated team of product specialists, you will receive high quality investment recommendations that are essential to the growth and security of your capital. In order to serve your investing needs, BMO Nesbitt Burns employs a state-of-the-art client information system including quarterly performance reporting.
My #1 goal is to ensure affluent clients achieve comfort and confidence in their financial future. There is a reason I say "comfort and confidence" - it is because so much rides on what we do with our money. Whether it be for the foundation of their retirement, giving to an important charity, a way to enhance the quality of their lives, or simply a measure of their successes. Better knowledge leads to better investment decisions. These are just some of the reasons why I believe that BMO Nesbitt Burns is the right place for you.
My Profile
I have twenty-four years experience as an Investment Advisor, the past 10 years as a Vice President. I am a graduate of the University of Manitoba (1975) and professionally qualified accountant (CMA). I articled with Deloitte, an international chartered accountancy firm. My private sector experience includes Assistant Controller of CanWest Capital Corporation, a diversified investment holding company and as controller of a tax-sheltered real estate developer. I believe in investor education and have enjoyed extracurricular activities such as past instructor, University of Winnipeg, Personal Financial Planning and Investing and as a past columnist, Winnipeg Free Press and Winnipeg Sun. I have been a director, Children's Hospital Research Foundation, and Investment Committee. I am a co-founder of Winn$tock, a highly successful financial services charity event benefitting Winnipeg children, raising over $250,000 in four years.
While relaxing, I enjoy fishing, golfing, hockey, and playing in a band catering primarily to charity gigs and corporate events.
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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