My Profile
Specialties:
Retirement Planning (RRSP's)
Estate Planning ( Tax Planning for an Inheritance)
Financial Planning ( How it's Done)
Individual Pension Plans (IPP)
Other Services:
Transition Planning (Transition Planning)
Insurance Services (Asset Protection)
What I Do?
I am the Personal CFO for my clients. I work with them to make sure they are saving enough money, investing it wisely, reduce the taxes they pay, and make sure the money accumulated lasts throughout their lifetime.
As the Personal CFO, I also work closely with other professionals, including:
Notaries
Lawyers
Insurance Agents
Tax Specialists
to provide a holistic approach to financial planning and providing the best customer service possible.
Who Are My Clients?
Over the years, I have been very fortunate to work with great clients. The one common characteristic they all possess is...MOTIVATION. They are;
Motivated to grow their assets.
Motivated to learn more.
Motivated to achieve their goals.
They are professionals aged 30-50, typically juggling family and career. Another group of my clients are retiring executives who need help in the transition from work to retirement.
In the end, I have the priviledge of helping my clients achieve their dreams. Their success is my success.
1The opinions, estimates and projections contained herein are those of the author as of the date hereof and are subject to change without notice and may not reflect those of BMO Nesbitt Burns Inc. (“BMO NBI”). Every effort has been made to ensure that the contents have been compiled or derived from sources believed to be reliable and contain information and opinions that are accurate and complete. Information may be available to BMO Nesbitt Burns or its affiliates that is not reflected herein. However, neither the author nor BMO NBI makes any representation or warranty, express or implied, in respect thereof, takes any responsibility for any errors or omissions which may be contained herein or accepts any liability whatsoever for any loss arising from any use of or reliance on this report or its contents. This report is not to be construed as an offer to sell or a solicitation for or an offer to buy any securities. BMO NBI, its affiliates and/or their respective officers, directors or employees may from time to time acquire, hold or sell securities mentioned herein as principal or agent. BMO Nesbitt Burns Inc. and BMO Nesbitt Burns Ltee/Ltd. ("BMO Nesbitt Burns") will buy from or sell to customers securities of issuers mentioned herein on a principal basis. BMO Nesbitt Burns, its affiliates, officers, directors or employees may have a long or short position in the securities discussed herein, related securities or in options, futures or other derivative instruments based thereon. BMO Nesbitt Burns or its affiliates may act as financial advisor and/or underwriter for the issuers mentioned herein and may receive remuneration for same. A significant lending relationship may exist between Bank of Montreal, or its affiliates, and certain of the issuers mentioned herein. BMO NBI is a wholly owned subsidiary of BMO Nesbitt Burns Corporation Limited which is a majority-owned subsidiary of Bank of Montreal. Any U.S. person wishing to effect transactions in any security discussed herein should do so through BMO Nesbitt Burns Corp. and/or BMO Nesbitt Burns Securities Ltd.
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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