Education:
Commerce, McGill and Concordia, Montreal, Canada
Languages Spoken:
English, French, Italian
My career in the investment industry began in 1988. Improving my skills in various positions led me to join BMO Nesbitt Burns as an Investment Advisor in 1993.
My assistant, Kathy Whitewick, started her career at BMO Nesbitt Burns in 1986, and has held various positions within the firm, giving her all the necessary tools to give our clients an outstanding level of service.
Having great organizational skills is added value when I have to structure my clients’ financial needs from head to toe. I work closely with my clients to determine their needs, assess their tolerance for risk, and then formulate and customize an investment strategy to help improve overall portfolio returns.
Giving our clients the best quality service possible is our mission.
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** Mutual fund prices are as per previous day's close. Unlike stock prices they are not updated throughout the day.