Specialties:
• Retirement Planning
• Estate Planning
• Protection of Income against disability or illness
• Transition Planning: addressing changes in personal or work status.
• Charitable giving
I understand that financial planning is about much more than money. My commitment is to help you reach the goals that you have set for your self, your family or your business, invest to reflect your personal values or make meaningful contributions to charities.
Getting To Where You Need To Go
Everyone's needs are unique even if they are pursuing the same financial goal. I will work with you individually to understand your needs and personal goals.
Finding a Partner Who Can Guide You
I am fully licensed to help you choose from a broad spectrum investment choices. These investments include GICs, bonds, stocks, mutual funds, insurance, self directed or professionally managed accounts and much more. For over 25 years, BMO Nesbitt Burns has provided the best investment research in Canada in many fields. This means as your Investment Advisor, I can select the investments that are best suited for attaining your objectives.
Everyone has a chosen a different path and has a different vision of success. Some aspire for financial wealth, some prioritize lifestyle choices, and others may pursue careers or endeavours to benefit others. I will work with you with respect for your values, goals and measures for success. I am well-versed in the strategies you can use in the various stages of your life. They can work with you to make sure that you have a plan in place to protect and meet the financial goals you've set for yourself and your family.
I am a graduate of McMaster Universtity, with an honours degree in political science. I am currently enrolled at Ryerson Continuing Education in Finance. I have worked in financial services since 1996.
Personally, I am interested in issues of children’s welfare, health and the environment. I am an advocate of corporate governance, diversity, social responsibility and corporate citizenship. I am a mother of 2 young children, Ciara (11/2001) and Brenna (7/2004). I live in South Riverdale in a turn of the century home that is continually under renovation. I have participated in local community, environmental and political activities and currently serve on the Board of the South Riverdale Child Parent Centre as Treasurer.
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.
Market Watch
Last Updated
March 19, 2010 02:26 ET
Last
Change
TSX Comp
12,040.01
-60.65
S&P/TSX 60
706.75
-3.21
DJIA
10,779.17
45.50
S&P 500
1,165.83
-0.38
NASDAQ
2,391.28
2.19
Nikkei 225
10,744.03
-102.95
TSX Vent
1,574.86
-2.92
Hang Seng
21,330.67
-53.82
$CAD
98.5900
-0.4900
London Gold
1,122.75
1.00
WTI Oil Spot
82.20
-0.73
Source: SunGard PowerData
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