Education:
BA Finance and Economics, University of Western Ontario, London
Languages Spoken:
English
Specialties:
My background is in customizing an asset mix based on your goals, selecting world-class, pension-style investment managers and adjusting your investment exposure based on prevailing market conditions.
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Welcome
"Markets bottom on pessimism, rally on scepticism, mature on optimism and peak on euphoria. We are so far away from euphoria..." Michael Herring, CFA, CMT
Successful investing begins with a disciplined investment process. My consultation process analyzes your investment approach, sets well-defined guidelines for making long-term portfolio decisions and instils commitment to an active investment strategy to keep you at the top of your financial game.
About BMO Nesbitt Burns
BMO Nesbitt Burns is a strong, proud and determined organization with its sights set on becoming the number one financial services firm in North America. Our technology, research and relationship with the bank sets standards in Canada and in the global marketplace. BMO Nesbitt Burns is an advisory firm run by successful Advisors. Since 1912, the firm has had an unwavering belief in the power of the Advisor-Client relationship. BMO Nesbitt Burns is a core part of the success of BMO, Canada’s oldest bank, founded in 1817.
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.