As your Investment Counsellor at BMO Private Investment Counsel Inc., I spend time getting an in-depth understanding about 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.
Receive tailored solutions from award-winning experts to match each stage of your wealth journey.
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Working with BMO Family Office provides access to industry-leading expertise, enabling families to steward wealth with purpose across multiple generations, and effectively define and meet lifestyle objectives.
B.Com(Hons), CFA, CFP®, PFP®, CIM®
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Director, Wealth Planning
Vice President, Business Advisory & Transition Planning
Director, Tax Planning
Director, Estate Planning
Senior Estate and Insurance Advisor
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