As an Investment Advisor & Financial Planner with BMO Nesbitt Burns my goal is to help you and your family develop integrated, comprehensive and customized financial solutions which encompass investment planning, retirement planning, insurance, taxes, estates, planned giving, trusts and wills.
integrated to meet all of your needs and increase the effectiveness of your investment plan
comprehensive to encompass your family's current goals, plans for the future and hopes for generations to come
customized to reflect your aspirations and the unique situation that you have created for you and your family
About Me
For the past ten years, I have been working in the financial services industry as a Financial Planner helping my clients achieve thier goals using customized financial solutions.
In terms of education and accreditation, I have earned a Bachelor of Arts degree in economics from the University of Manitoba. I successfully fulfilled the requirements for the Certified Financial Planner designation through the Financial Planners Standards Council and Financial Management Advisor designation conferred by the Canadian Securities Institute. I place a high value on continuing education, and feel it's very important to keep up with current legislation and industry information as it changes.
Born and raised in Winnipeg, I continue to live here with my wife Kelly, son Connor and daughters Mila and Malory.
Service Excellence
I am committed to building a solid, lasting relationship with my clients. Keeping clients informed is a top priority for me. This means providing access to a wealth of educational materials, promptly returning phone calls, and quickly following up on administrative issues. It also involves monitoring accounts on an ongoing basis to take advantage of opportunities as they arise, and changing market conditions. I regularly review goals, strategy and portfolio performance with my clients.
About BMO Nesbitt Burns
As one of Canada's leading full-service investment firms, BMO Nesbitt Burns serves the investment needs of individual, corporate, government and institutional clients. BMO Nesbitt Burns Investment Advisors draw on the firm's top-ranked* investment research and broad range of products and services designed to meet the specific investment objectives of individual clients. BMO Nesbitt Burns Investment Advisors provide their clients with timely advice, high-quality service and one of the broadest selections of products in the business. In addition to traditional equities, fixed income securities and mutual funds, BMO Nesbitt Burns has developed an extensive and growing line of proprietary products.
1Brendan Wood International Survey. Institutional Equity Research, Sales and Trading Performance in Canada, 2007 Report.
2The comments included in the publication are not intended to be a definitive analysis of tax law: The comments contained herein are general in nature and professional advice regarding an individual’s particular tax position should be attained in respect of any person’s specific circumstances.
3The comments included in this publication are not intended to be a definitive analysis of tax applicability or trust and estates law. The comments contained herein are general in nature and professional advice regarding an individual’s particular tax position should be obtained in respect of any person’s specific circumstances.
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.
Printer-friendly