Welcome
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.
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Goodbye Summer, hello Fall! What are you most looking forward to this Fall season?
Goodbye Summer, hello Fall! What are you most looking forward to this Fall season?
Read MoreThe Bank of Canada cut its key overnight lending rate 25 bps to 2.50%, the first cut in six months and in line with widespread expectations. Read more about the decision from BMO’s Chief Economist, Douglas Porter. http://spr.ly/6007ArX5V
The Bank of Canada cut its key overnight lending rate 25 bps to 2.50%, the first cut in six months and in line with widespread expectations. Read more about the decision from BMO’s Chief Economist, Douglas Porter. http://spr.ly/6007ArX5V
Read MoreBeware of fraudsters impersonating banks to obtain customer debit cards and PINs. BMO will never contact you via unsolicited email, text or phone call asking for your bank card or PIN, or send a courier to pick up your card and PIN. http://spr.ly/6002f...
Beware of fraudsters impersonating banks to obtain customer debit cards and PINs. BMO will never contact you via unsolicited email, text or phone call asking for your bank card or PIN, or send a courier to pick up your card and PIN. http://spr.ly/6002f2Yo2 #ProudToWorkAtBMO
Read MoreWishing you and your family a wonderful long weekend. Happy Labour Day!
Wishing you and your family a wonderful long weekend. Happy Labour Day!
Read MoreMarkets revved back up in the wake of Jay Powell’s hotly anticipated Jackson Hole speech. Meantime, Canada abruptly curtailed its tariffs on U.S. goods. Douglas Porter, BMO’s Chief Economist, discusses this and more in his weekly Talking P...
Markets revved back up in the wake of Jay Powell’s hotly anticipated Jackson Hole speech. Meantime, Canada abruptly curtailed its tariffs on U.S. goods. Douglas Porter, BMO’s Chief Economist, discusses this and more in his weekly Talking Points commentary, “The Swan Song Remains the Same.” http://spr.ly/6008fIfD8
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