As an Investment Counsellor, I offer professional investment management expertise and advice to help retirees, professionals, business owners and executives, and their families to enjoy and simplify their wealth management needs.
I spend time getting an in-depth understanding about what a wealthy life means to you – your priorities on family, work, lifestyle and money. Then, with a passionate, experienced team of wealth management professionals, I create a customized, investment plan that can adapt to external conditions and personal transitions.
You know your financial affairs are in order and remain on track to reach your goals throughout your life – the ultimate benchmark of success. BMO Private Investment Counsel Inc. – one of Canada’s oldest and largest investment counselling firms – is the investment arm of the BMO Private Banking group and manages over $40 billion in assets.
As my client, you will benefit from having me as your dedicated Investment Counsellor, backed by our award-winning investment platform. I will offer discretionary investment management services, and our institutionalized decision making process ensures you get the highest standard of professional expertise, and keep your investment decisions aligned with your goals.
