I started in the banking industry over seventeen years ago, beginning with a trust company in Collingwood. Over the following years I moved through the trust company, chartered bank and credit union systems, specialized in financial planning and investment advice, and obtained the Certified Financial Planner designation. It's been my pleasure to work in the local area from Owen Sound through to Orillia over those years, allowing my family and I to live in our chosen communities of Meaford and now Thornbury.
My Philosophy and Approach:
Over my past seventeen years of banking, investing and financial planning I've learned that the most important thing I can do is to understand my clients. Clients' goals, tolerance for risk, and the length of time they are able to invest are of utmost importance in determining the type of investment strategy that I will recommend. Understanding how clients have arrived where they are in life, and where they want to go, helps me to design an approach that will meet their needs. I believe in a diversified approach to investing, using strategies designed to improve returns while keeping risk at an acceptable level.
Focus on Retirement Planning:
In order to achieve your retirement goals, you need to have a plan. Whether you are focused on the investment component of your retirement plan or want to know more about how to maximize family resources, there are simple, very effective methods to reduce and defer tax on investments, split income, enhance after-tax growth of wealth, and preserve accumulated capital. Through a comprehensive review and the use of the BMO Nesbitt Burns sophisticated planning software, you can have a clear picture of what can be done starting today to help you attain your retirement goals.
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.
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.
Market Watch
Last Updated
March 12, 2010 02:46 EST
Last
Change
TSX Comp
11,979.70
18.64
S&P/TSX 60
702.50
0.97
DJIA
10,611.84
44.51
S&P 500
1,150.24
4.63
NASDAQ
2,368.46
9.51
Nikkei 225
10,664.95
101.03
TSX Vent
1,560.94
4.14
Hang Seng
21,228.20
19.91
$CAD
97.6600
0.1100
London Gold
1,104.00
-16.50
WTI Oil Spot
82.11
0.02
Source: SunGard PowerData
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