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.
Social Media
View my social profiles on
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 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
Read MoreCanada’s ultrawealthy families are increasingly turning to direct business ownership in conjunction with public markets and other investments to fuel their returns. John Paniccia, Vice President and Head of Business Advisory & Succession Plan...
Canada’s ultrawealthy families are increasingly turning to direct business ownership in conjunction with public markets and other investments to fuel their returns. John Paniccia, Vice President and Head of Business Advisory & Succession Planning at BMO Private Wealth, discusses why savvy investors see adding private companies to their portfolio as being a strategic way to ensure the diversification of their investments and to drive long-term growth. Learn more: http://spr.ly/6008fzt2C
Read MoreIf you spend time in the U.S., you may need help on both sides of the border. I work with our dedicated cross-border support team to ensure your U.S. banking experience is easy and seamless. Contact me to find out more.
If you spend time in the U.S., you may need help on both sides of the border. I work with our dedicated cross-border support team to ensure your U.S. banking experience is easy and seamless. Contact me to find out more.
Read MoreSocial media has brought people closer together, but social media platforms are also increasingly being targeted by fraudsters for a variety of scams. Check out these tips to help stay safe on social media: spr.ly/61108fKH1a #ProudToWorkAtBMO
Social media has brought people closer together, but social media platforms are also increasingly being targeted by fraudsters for a variety of scams. Check out these tips to help stay safe on social media: spr.ly/61108fKH1a #ProudToWorkAtBMO
Read MoreThe case for interest rate cuts has strengthened in a variety of economies since the start of August, after heading the other way for much of last month. Douglas Porter, BMO’s Chief Economist, discusses this and more in his weekly Talking Point...
The case for interest rate cuts has strengthened in a variety of economies since the start of August, after heading the other way for much of last month. Douglas Porter, BMO’s Chief Economist, discusses this and more in his weekly Talking Points commentary, “Life Moves Pretty Fast." http://spr.ly/6004fWrZA
Read More