Professional Financial Planning Course, Canadian Securities Institute
Specialties:
Financial Planning
Retirement Planning
Estate Planning
I firmly believe that my clients' interests are best served by taking a fully diversified portfolio approach to investing, and employing the principles of asset allocation while taking advantage of market volatility to enhance returns. I work closely with my clients to formulate a customized investment strategy designed to help improve portfolio returns, while striving to keep risk at an acceptable level. Whether my clients are conservative investors, or growth-oriented investors, I will design an investment strategy that fits each client's needs.
BMO Nesbitt BurnsŪ 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.
Services
Retirement Planning In order to achieve your retirement goals, you need to have a plan. Whether you are focused on the investment component of your retirement plan or want to know more about how to maximize family resources, there are simple, very effective methods to reduce and defer tax on investments, split income, enhance after-tax growth of wealth, and preserve accumulated capital. Through a comprehensive review and the use of the BMO Nesbitt Burns Pathfinder interactive software program, you can have a clear picture of what can be done starting today to help you attain your retirement goals.
Estate Planning Estate planning can play a crucial role in ensuring that you have greater control of your assets during your lifetime. It can also help maximize and preserve assets from unnecessary legal and tax costs, enhance provisions for your family and future generations, and ensure that your assets will be distributed according to your wishes. I, along with an Estate and Insurance Advisor*, can review your present situation, establish your objectives and concerns, identify potential problems or risks, examine and calculate tax consequences, develop and implement strategies, co-ordinate with other advisors and monitor and update your plan as needed.
Products
BMO Nesbitt Burns Advance ProgramŪ The BMO Nesbitt Burns Advance Program offers a highly individualized approach to establishing and maintaining an appropriate investment strategy and portfolio. The Advance program achieves this by calling on the personal services of a BMO Nesbitt Burns Investment Advisor and on the expertise of leading investment managers from around the world. Until recently, the services of these managers have been beyond the reach of most individual investors. Available to investors with a minimum account size of $150,000, the Advance Program will appeal to the investor concerned about flexibility, comprehensive reporting, and performance.
BMO Nesbitt Burns Quadrant ProgramŪ Based on the principle of protecting and enhancing wealth, the Quadrant Program constructs a portfolio that consists of a range of specialized mutual funds - each of which combines the talents of some of the leading investment managers in the world. Research has proven that this approach provides the optimal combination of risk control and return enhancement. The Quadrant Program is available to investors with a minimum account size of $50,000.
BMO Nesbitt Burns BluePrint ProgramŪ BMO Nesbitt Burns The BMO Nesbitt Burns BluePrint Program offers you the opportunity to participate in one or more of seven model portfolios, each actively managed based on the recommendations of the top-ranked* BMO Nesbitt Burns Research team. Plus, as a fee-based account, there are no trading commissions.
BMO Nesbitt Burns Meridian ProgramŪ The key to ensuring better and more timely investment decisions is understanding your circumstances, objectives, preferences, and risk tolerance before recommending personalized strategies or individual securities. With the BMO Nesbitt Burns Meridian Program, the process of getting to know you and your preferences is now even easier. With the Meridian Program, you receive the benefits of full-service advisory support from me along with the convenience and flexibility of Internet access for one all-inclusive fee based on assets under administration.
1Brendan Wood International Survey. Institutional Equity Research, Sales and Trading Performance in Canada, 2007 Report.
2All insurance products and advice are offered through BMO Nesbitt Burns Financial Services Inc. by licensed life insurance agents, and, in Quebec, by financial security advisors.
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.
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