Education:
MBA, McGill University
B.A. Honours - Economics, University of Guelph
Registered Financial Planner, Institut Québecois de Planification Financière
NEED A SECOND OPINION ON YOUR INVESTMENT PORTFOLIO?
Join me for a cup of coffee and a second opinion.
In my over 25 years in private business and financial services, I’ve seen a thing or two. The one thing I tell my clients to stand by is a well-balanced diversified portfolio approach backed by #1 research*, especially during periods of market volatility and uncertainty.
I'm offering a cup of coffee and a second opinion.
Together we’ll review your personal and financial goals one more time and determine if your current portfolio is best suited to your long retirement goals. If we think your current investment plan is built to withstand a volatile market, I’ll send you on your way. But if I think some of your investments no longer fit with your goals, I'll tell you why and propose some alternatives.
Either way, the coffee is on me.
Contact me today to get the second opinion you deserve!
* BrendanWood International Survey. Institutional Equity Research, Sales and Trading Performance in Canada, 2007 Report.
If you are already a client of BMO Nesbitt Burns, please contact your Investment Advisor for more information.
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