I save people time and money, as their trusted advisor in matters involving tax planning, estate planning, wealth management and by assisting them during major life events such as home purchases, marriage, retirement, death and divorce, and helping them plan and stay on course to reach their financial objectives. I specialize in clients that are 50+ and are retired or transitioning within 10 years
and intergenerational planning, as well as divorcees and widows. I provide my clients with a written financial plan and assess their exposure to risk, portfolio performance and the fees associated with their investments and then help to identify gaps in their plan and create strategies to bridge those gaps. With over three decades of experience in the investment industry as well as formal education and industry related specialties i am uniquely positioned to bring a diverse skill set covering wealth management , tax planning and estate planning. If you or someone that you value might benefit from meeting with me, I am accepting new clients and can be reached personally at 250 212 6493. Any postings on social media are my own and do not necessarily
reflect BMO’s position or viewpoints. The information herein is
for Canadian residents only and does not constitute any financial,
legal, tax, investment or other advice. Should you wish
to discuss your personal financial circumstances please contact
us directly. Previous results are not indicative of future results. Endorsements should not be construed as explicitly or implicitly
approved by BMO Private Wealth which is a brand name for a
business group consisting of Bank of Montreal and certain of its
affiliates including BMO Nesbitt Burns Inc., BMO Private
Investment Counsel Inc., and BMO Trust Company. Banking
Services are offered through Bank of Montreal. BMO Nesbitt Burns is a Member-Canadian Investor Protection
Fund and Member of the Investment Industry Regulatory
Organization of Canada
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BMO Private Investment Counsel Inc. holds registrations with
Canadian securities regulatory authorities. Investment
Counsellors with BPIC are individually registered with their
provincial securities commissions. BMO Trust Company and BMO Bank of Montreal are Members of
CDIC. BMO Investments Inc. is a separate entity from BMO Private
Wealth on behalf of which your BMO Private Banker provides
mutual fund services. www.bmo.com/privatewealth
BMO Investments Inc. is a Member of the Mutual Fund Dealers
Association of Canada.
