I am a Senior Investment Counsellor & Portfolio Manager with BMO Private Wealth. Based in Winnipeg, I manage investment portfolios and provide financial planning services for a capped number of high-net worth households.
I earned my Chartered Financial Analyst designation in 2019, which requires extensive knowledge of investment management, financial analysis, economics, and portfolio management. Fewer than 1 in 5 candidates successfully complete all three levels of the CFA program. The CFA designation sets the standard in investment management for ethical integrity and enhanced credibility.
Prior to my role as an Investment Counsellor, I worked within BMO’s Corporate Finance division in Calgary. Through my knowledge of commercial lending and operations, I integrate strategies used by successful businesses that are relevant to personal finance and investing.
Our approach emphasizes financial planning and tax efficiency. We collaborate with all areas of BMO Financial Group to provide you with comprehensive wealth management and protection strategies tailored to your individual financial goals. Your financial life is a business, and I'm here to help you make sure it runs as smoothly as possible.