BMO Wealth Management

I am a BMO Nesbitt Burns Wealth Advisor with over 20 years of experience. My role is to help build, preserve and protect your wealth. My expertise in Portfolio Management, Wealth Planning, and Options Strategies sets me apart from the average Investment Advisors. I hold the Chartered Investment Manager (CIM), Fellow of the Canadian Securities Institute (FCSI), Certified Financial Planner ® (CFP), Partners, Directors and Senior Officers (PDO), and Insurance and Options designations. With a veteran team and full Nesbitt Burns, a full-brokerage firm support, I can leverage the full strength and expertise of the Bank of Montreal to best serve my clients. Our team at BMO Wealth Management We believe that the team delivers greater results than the individual. I have created a team of top professionals who have brought generations of success to clients with their families through the highs and lows of the market over the years. Their roots in family and long-term traditions guide them as they cope with the most difficult situations. We will create a plan that meets your needs and helps you achieve your financial goals. Our clients are professionals with high net worth, business owners, foundations, and executives. Our diversely skilled staff provides a range of options, including US and Canadian Equities, as well as Portfolio Management and Options Strategies. Our team is committed to our goal: to create, manage, and protect the wealth you want for this generation and future generations.