It’s not a time to Retire. It’s a time to Regenerate.


Retirement is being redefined. It’s no longer about surrendering to a slower, more leisurely lifestyle. It’s a new phase, a chance to make discovery, creativity and exploration a matter of choice. Not an exception to the rule. Be prepared to meet these new realities with new thinking and new conversations.

Regeneration is just that: a fresh way of exploring how to plan and think about retirement.

Visit the Retirement Your Way website through the links page on my site.



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.

Canadian Equities/U.S. Equities


elderly couple getting advice from their advisor

For investors with a long-term outlook, equities have historically outperformed other classes of securities. Drawing on the expertise of BMO Nesbitt Burns top-ranked* Research Department, I will recommend a well-diversified portfolio of Canadian and/or U.S. equities to help meet each client’s needs for capital growth.