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
1Brendan Wood International Survey. Institutional Equity Research, Sales and Trading Performance in Canada, 2008 Report.
2All 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.
3The 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.
4The comments included in the publication are not intended to be a definitive analysis of tax law: The comments contained herein are general in nature and professional advice regarding an individual’s particular tax position should be attained in respect of any person’s specific circumstances.
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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