Welcome to BMO Private Wealth

As a Private Banker at BMO Private Wealth, I advise professionals, business owners and executives on navigating intricate financial situations, and to structure complex transactions. I value guiding my clients to achieve their financial objectives, and to allow them to dedicate more time to the activities they value most.

I take time to listen and understand your circumstances, financial needs and goals – for today and the future. Then, I bring in a customized team of BMO Private Wealth professionals to offer unparalleled advice, service and convenience. From day-to-day to the most specialized needs, we take a holistic approach to design a customized, integrated wealth plan. I regularly revisit this plan so it adapts as you and your family transition throughout life.

By delivering exceptional personalized service, I develop relationships that are trusting, comfortable and long-lasting.

Recent Posts

What to know about donor-advised funds as we head into the giving season

Oct 08, 2026 - BMO Private Wealth

If you’re planning to make a large charitable donation before the end of the year, setting up a donor-advised fund could be a great way to give....

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A 10-step checklist for first-time homeowners

Oct 07, 2026 - BMO Private Wealth

Buying your first home is a big step. While it’s an exciting journey, it can also be overwhelming. From choosing the right location to determining your budget, there’s a lot to consider....

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Your legacy in motion: The benefits and risks of early wealth transfer

Sep 28, 2026 - BMO Private Wealth

Our experts share some of the key considerations for families thinking of passing on wealth sooner rather than later....

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