My job is to listen to my clients and help them estimate how much money they need over their lifetime and then put in place a plan to accumulate and manage those funds.
To prepare and guide you through a lifetime of financial decisions, we help you tie together all of your Retirement and Estate Planning, Investments (GICS, Stocks, Bonds, Mutual Funds, ETFs, Options) and Life Insurance (life, disability, critical illness and long term care) so you know what you can expect from your money.
One area I specialize in is helping people make smart decisions with lump sum awards. This can be from a car accident settlement or medical malpractice or disability claim. Or it can be from a marriage break-down, inheritance or pay out from a pension. Regardless of the source of funds we can help you be confident with the plans you put in place with a lump sum award.
Where appropriate we will recommend Structured Settlement Annuities, regular Annuities or Trusts.

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 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.
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