Education:
Business Administration, Marketing Major, Red River Community College, 1999, Winnipeg, Canada
Languages Spoken:
English
Specialties:
Financial solutions specific to issues related to business owners
Retirement income planning for investors approaching their retirement age.
Welcome!
I am excited to partner with BMO Nesbitt Burns in Winnipeg after spending seven years working with two investment management companies as a Vice President, Sales across western Canada. During this time I worked with portfolio managers and investment advisors to deliver customized financial solutions desired by Canadian investors.
My goal is to be able to continue to deliver highly customized solutions for investors in the current economic environment.
My investment planning focus consists of working with the needs of business owners and their families in areas such as:
Individual Pension Plans
Conservative Retained Earnings Investments
Employee Profit Sharing Plans
Estate & Insurance Planning
Retirement Income Planning
Building solid, trusting relationships and utilizing BMO Nesbitt Burns' top ranked research and vast financial resources provides my clients with the peace of mind needed to focus on what is important to their everyday lives.
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.
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