About Me

I am an experienced Banker who is skilled in handling the finances of affluent Canadian families and professionals. I am committed to providing an elevated client experience and has an extensive background in financing, banking, and planning.

About Me

I am a dedicated professional in simplifying clients’ financial needs, with a full suite of Private Banking solutions, to help them reach their goals. I assemble and coordinate a customized team of BMO Private Wealth specialists in many areas, including investment management, trust and estate, philanthropy, succession planning, and concierge services. As a Private Banker, I am driven to find newer and better ways to bring value to clients.

Experience & Background

I joined BMO Financial Group in 2018, where I collected a comprehensive background in financial services and client management. Over the last 5 years, I worked in both personal and corporate financing teams, and am experienced in understanding what goals matter most to my clients.

Education & Credentials

• Canadian Securities Course, Canadian Securities Institute

• Bachelor of Business Administration, University of Toronto

• Business Analysis Certificate Candidate, University of Toronto School of Continuing Studies