As an Investment Counsellor developing at BMO Private Investment Counsel Inc., 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 provide investment counselling services to affluent clients across the Greater Vancouver, helping them to preserve and grow their wealth with integrated and tailored solutions. My mission is to generate returns over the long term, minimize and control risk through the strategic use of asset classes and prudent diversification, and plan wisely.
As my client, you will benefit from having me as a dedicated Investment Counsellor, backed by our award-winning investment platform. We 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.