I am a Senior Investment Counsellor & Portfolio Manager with BMO Private Wealth. Based in Winnipeg, I work on an in-depth basis with a capped number of high-net worth households. A graduate of McGill University, I hold a Chartered Financial Analyst designation and have experience working in both investment management and corporate finance. 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. I'm here to listen to your financial needs and work alongside you to make sure your goals are fulfilled. Your financial life is a business, and I'm here to help you make sure it runs as smoothly as possible. Click here to schedule a private consultation.