Specialties:
Wealth and Investment Management
Financial and Tax Planning
Income and Retirement Planning
Estate and Philanthropy Planning
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Mission I want to help clients achieve their most important financial goals, so that gives them an opportunity to achieve their most important personal goals.
Services I provide clients with specialized professional planning and management services for their wealth and investments, their personal finances and taxes, their retirement and income needs, and their estate and philanthropy goals. I make myself available to them every day, meet with them regularly, provide them with regular reports and updates and informative mailings, and in general try to make their experience with this part of their lives understandable and interesting.
Process I guide clients gently along a well-structured process that begins by helping them identify what is important to them, and that helps them define their short-, medium-, and long-term goals and milestones. Over time, I then help them improve their financial circumstances and select the right investments that will make their dreams possible, in a comfortable and predictable way.
Clients I serve clients from various backgrounds, including professionals, business owners, and executives, working or retired, and others. What they have in common is that they recognize the advantages of having a professional help them with their finances and investments.
Qualifications:
* Certified Financial Planner (CFP)
* Chartered Financial Analyst (CFA)
* Canadian Investment Manager (CIM)
* Fellow of the Canadian Securities Institute (FCSI)
* Master of Business Administration (MBA)
* Bachelor of Science (BSc)
1The 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.
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.
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