Languages Spoken:
English / French
Specialties:
For investors with a long-term outlook, equities have historically outperformed other classes of securities. With the BMO Nesbitt Burns top-ranked* Research Department, I will recommend a well-diversified portfolio of Canadian & US investments.
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.
1Brendan Wood International Survey. Institutional Equity Research, Sales and Trading Performance in Canada, 2007 Report.
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.
** Mutual fund prices are as per previous day's close. Unlike stock prices they are not updated throughout the day.