Experience

BMO Nesbitt Burns

• Canada
• Investment Management
• 700 & Above Employee

• Investment Advisor & Financial Planner

  • Nov 2003 - Present

  • Provide investment advisory and financial planning services, using customized, clear and coordinated strategies • Add value through informed, unbiased insight, integrating the disciplines of investment management, education and retirement planning, trust and estate, tax, insurance, and business transition, specializing in individual pension plans (IPP) and professional corporations accounts • Connect with clients on a deeper level using a personal, attentive and goal-oriented approach, helping them articulate and define their long-term objectives, and simplify the complexities of wealth • Manage investment decisions, supported by a comprehensive, disciplined process, identifying innovative, optimized solutions to maximize the potential for success • Offer proactive guidance and planning, drawing on more than 20 years of financial services expertise, to create a stress-free environment for clients and their families, building a trusted, enduring partnership in the process. Show less



MD Financial Management | Gestion financière MD

• Canada
• Financial Services
• 700 & Above Employee

• Senior Invesment Advisor

  • Nov 1993 - Oct 2003

  • Provided wealth advisory services for professionals and business owners, aligned with clients’ ongoing needs and goals • Delivered an elevated experience, ensuring complete understanding of clients’ strategic objectives • Provided wealth advisory services for professionals and business owners, aligned with clients’ ongoing needs and goals • Delivered an elevated experience, ensuring complete understanding of clients’ strategic objectives