Education:
Wealth Management Techniques Course
Professional Financial Planning Course
Trader Training Course
Options Licensing Course
Derivatives Fundamentals Course
Conduct and Practices Handbook Course
Canadian Securities Course
B.A., Concordia University, Montreal, Canada
Languages Spoken:
English, Greek, French
Specialties:
Equities, Managed and Fee-Based Accounts
Philosophy: A key determinant to successful investing is an appropriate mix of assets - cash, stocks and bonds. Using recommendations from BMO Nesbitt Burns' Research Department, I work closely with my clients to develop portfolios that are appropriate for them.
Experience: I have been in the investment industry for 10 years, and have worked at BMO Nesbitt Burns since 2004. Prior to that, I was with BMO Investorline, the discount brokerage firm of the Bank of Montreal. I'm a graduate of Concordia University with a B.A. and have achieved the Fellow of the Canadian Securities Institute (FCSI) designation through the Canadian Securities Institute.
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** Mutual fund prices are as per previous day's close. Unlike stock prices they are not updated throughout the day.