My Approach to Managing Wealth
I firmly believe that my clients’ interests are best served by taking the time to build a relationship first. This allows me to understand my clients’ financial situation and their goals for the future. I am then able to offer a suitable wealth management plan that is focused on achieving my clients’ unique needs.
The Importance of a Sound Investing Partnership
Many financial issues affect us all: saving for ones retirement, minimizing taxes, financing a child’s education or planning the transfer of an estate to our loved ones. To reach your objectives, you need to consider the challenges of building and preserving wealth in today’s seemingly daunting financial environment. I have the expertise to guide you through the journey to realizing your objectives. I also act as a “buffer” between your emotions and your investments to help you make those difficult decisions.
My Services
Wealth Management
Investment Solutions
Estate & Insurance Services
Charitable Giving Program
Business Solutions
Visit my Resources page for information and articles on a variety of market related issues and investment products.
1The 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.
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.
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