Education:
B.A.S. (Honours), York University, Toronto, Ontario, Canada
Ch.P. Strategic Wealth
Canadian Investment Manager (CIM)
Financial Management Advisor (FMA)
Fellow of the Canadian Securities Institute (FCSI)
Life Insurance Licensed
Languages Spoken:
English, Serbian
Specialties:
Mutual Funds, Tax Efficient Investments, RRSPs, RRIFs
As well as an holistic approach to wealth management
I have worked in the investment industry since 1991 and am proud to help clients meet their financial goals. The best part of my role is seeing my client's dreams become reality. I chose to come to BMO Nesbitt Burns for many reasons but the most important one, was for their research. BMO Nesbitt Burns has been ranked number one for overall research, by Brendan Woods....for 27 years in a row. The power of this research can drive your portfolio to the levels you need to make your goals a reality. I feel that everyone's needs are unique to their own situation and that a customized approach is required to analyze these needs effectively. I will take the time to learn as much as I can about a client's present position, where they want to go and help them design a way to get there. In the end, I work for my client's and will do whatever I can to help them.
1Brendan Wood International Survey. Institutional Equity Research, Sales and Trading Performance in Canada, 2007 Report.
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** Mutual fund prices are as per previous day's close. Unlike stock prices they are not updated throughout the day.