I have 20 years investment experience with BMO Nesbitt Burns and its predecessor Nesbitt Thomson. I provide my clients with:
Timely and Astute Analysis
Structured Portfolios
Cash Flow Management
Prompt Communication
Effective Execution
Options Strategies
Retirement Planning
Estate Planning
Education Funding
My Vision
I believe that my clients' interests are best served by taking a fully diversified portfolio approach to investing, namely:
Preservation of Capital
Tax Efficient Investing
Maximizing Returns
In addition to the statements, newsletters and personalized correspondence from your Financial Advisor, you can access a wide range of investment information online including: stock and mutual fund quotes, weekly market comments and investment research.
As your Investment Advisor, my role in your overall investment plan is very important but it is only one piece of the financial plan. I work closely with professionals who can counsel you on:
Insurance and Annuities
Business Succession Planning
For more information, do not hesitate to call me.
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