I pride myself in finding the best investment strategies to reach the income and growth goals for my clients.
I have over 20 years of industry experience and joined BMO Nesbitt Burns in 2004. I have obtained many industry designations including the Certified Financial Planner (CFP) designation and have taken specialized training to achieve the Wealth Advisor Title.
I am also an Associate Portfolio Manager and am able to manage portfolios on a discretionary basis. There are substantial educational, experience and organizational requirements to obtain this designation. For more information on this qualification and how it is different from other advisors, please see other areas of my website.
I also have a Masters in Business Administration from York University where I graduated on the Dean’s List and have a Bachelors in Business Administration from Wilfrid Laurier. Previous to entering the investment industry, I worked in a variety of corporate finance positions in Toronto.
I believe in taking a common sense approach to investing. I have a customized approach to wealth management that includes;
•professional portfolio management,
• advice on retirement, transition and estate planning,
•sound advice to help protect capital,
•management of retirement income and
•achieving superior long-term returns without undue risk.
I have a wide range of clients both corporations and individuals and specialize in providing advice to farmers and agri-businesses, business owners, entrepreneurs and those looking to grow their wealth and income.
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