Bring your financial picture into view

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, 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.

My services include a vast range of wealth management strategies and solutions for affluent individuals and families.

Your needs are multi-dimensional. So are our capabilities.

I will assemble and co-ordinate your own customized team of BMO Private Wealth specialists across a broad range of disciplines, including:

 

  • Investment Management
  • Wealth Planning
  • Trust and Estate
  • Family Wealth Services
  • Philanthropy
  • Business Banking and Transition Planning

 

When the time is right, I can also draw on other specialists from across BMO Financial Group to help solve your individual needs.