Education:
Bachelor of Arts in Economics, University of Alberta
Specialties:
Complete Wealth Management Services
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Reach Higher
You have achieved so much in life and have reason to feel proud. Yet there is still more you would like to accomplish. Now, you’re looking for looking for someone with the ideas, expertise and resources to help you address your specific needs- or a series of more complex decisions as you transition to a new stage of your life.
As a BMO Nesbitt Burns Investment Advisor, I am distinctively qualified to help you get there. First, by listening and learning about your unique story, and then designing and implementing an investment strategy that accurately reflects your situation in life and your individual goals and objectives. By working with one of North America’s leading financial advisory firms, you will be able to draw upon some of the best knowledge and expertise in the industry, including our firm’s top-ranked investment research team.*
Equally important, I can introduce you my partners within BMO Financial Group. Whether it’s recommending an estate planning strategy that helps preserve your wealth for future generations, protecting your family’s assets through insurance, or designing a detailed financial plan, together we can see to it that your entire financial life is looked after professionally.
You have a vision of where you want to go. Let me show you how to get there.
• Financial Planning
• Investment Planning
• Retirement Planning
• Cash flow and income planning
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.