- Company: BMO Nesbitt BurnsWilling to do Public Speaking?: YesPublic Speaking Topics:
Farm Financial Planning
Retirement IncomeI 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. Read more...
- Company: CIBC Wood Gundy - The Promhouse Financial GroupWe are The Promhouse Financial Group, a family-run Wealth Management group that has over 90 years of combined experience and expertise in assisting individual and institutional investors achieve their goals and dreams. We provide affluent families & businesses like you with financial solutions that will both sustain your current lifestyle, and also preserve and enhance your wealth for future generations. Read more...