Platform Most advisors work alone. I believe my clients are better served within an experienced team with a track record of success. Our approach is prudent, and our approach is proven. I invite you to ask me specifics about what makes us different. High net worth clients of ours are experiencing the difference, and you should also have the opportunity.
I operate my practice within a partnership of five senior advisors and our three dedicated support staff. My clients benefit not only from my services, but from the combined wisdom and experience of our team of eight within the Private Client Division of our firm, BMO Nesbitt Burns whose roots date back to 1912.
Note to prospective clients: I do travel outside and within the province to meet with clients. Please contact me to discuss.
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