I work as a Senior Wealth Advisor / Senior Portfolio Manager for BMO Nesbitt Burns, one of Canada's leading full-service Investment Firms. I am passionate about bringing clarity, order and success to my clients throughout their lives. I work with families across the country by providing elite and customized service for all financial areas. We call this Financial Leadership. We manage 90 core client families and grow our business though introduction and referral. We have the wisdom, horsepower and capacity to welcome new client family relationships. Along with Gabriel Martin, my business partner, we offer our client families a powerful and broad wealth management offering. Our areas of expertise include Tax Planning, Discretionary Portfolio Management, Estate Planning, Comprehensive Financial Plans, Insurance, Charitable Donation Strategies, Debt Management and US Citizens/Residents. We have seen a lot in our over 30+ years of collective experience and our clients benefit from our history and professional guidance.These postings are my own and do not necessarily reflect BMO’s position or viewpoints. The information herein is for Canadian residents only, and does not constitute any financial, legal, tax, investment or other advice. Please do not post any personal or confidential information on this site. Should you wish to discuss your personal financial circumstances please contact us directly. Endorsements/recommendations should not be construed as explicitly or implicitly approved by the BMO Nesbitt Burns or the Investment Advisor. Previous results are not indicative of future results. Member-Canadian Investor Protection Fund and Member of the Investment Industry Regulatory Organization of Canada http://www.bmo.com/nesbittburns/popups/about-us/disclaimers