As an Investment Counsellor at BMO Private Investment Counsel Inc., I offer professional investment management expertise and advice to help retirees, professionals, business owners and executives, and their families to enjoy and simplify their wealth management needs. I spend time getting an in-depth understanding about what a wealthy life means to you – your priorities on family, work, lifestyle and money. Then, with a passionate, experienced team of wealth management professionals, I create a customized, investment plan that can adapt to external conditions and personal transitions.
At BMO Private Wealth, you are surrounded by a team of experts that understands your needs and can help you prepare for opportunities and safeguard against risks before they arise. This intuitive, proactive approach to wealth management is at the heart of our award-winning service.