People naturally want to contribute to life and family, to business and community, and to the well-being of others.
My purpose is to assist individuals, corporations, charitable organizations and private foundations to build and manage investment portfolios so that they may achieve these goals.
I encourage and assist clients to make wise decisions and develop workable plans to attain their objectives.
My Credentials: why I can help you attain your goals.
I have eighteen years of experience in Canadian retail and private banking in the following areas:
credit risk analysis
debt and risk management
will and estate planning
retirement planning and management
charitable gift planning
trust and investment management
financial & estate planning
I have eight years of experience in the charitable sector with a major international organization, serving as President for the final two years. I provided leadership and strategic planning as I served in corporate and funding development.
I have served on a variety of foundation and charity boards.
I am a Fellow of the Institute of Canadian Bankers and a Certified Financial Planner.
I have completed the Advanced Gift Planning program and extensive financial and charity related courses.
I am committed to continued education since life-long learning is critical to my being able to provide high quality service and excellent expertise to my clients.
I am committed to patiently listen and learn what makes each client unique and to build a strong relationship before I respond with recommendations.
I value family relationships, being married to Laura for twenty-two years and having four children. I live in Airdrie, Alberta.
Summary: As a client, you can count on me to provide you with wise advice, a high level of personalized service, with diligence, care and communication that fit your unique financial and personal goals, situations and constraints.
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 the traditional equities, fixed income securities and mutual funds, BMO Nesbitt Burns has developed an extensive and growing line of proprietary products.
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