Managing Your Wealth

Business Philosophy

Colloboration and Integration are the key to my approach

  • We will treat your money as we treat our own and ensure your needs are consistently met.

  • We make ourselves available: we actually answer the phone and respond to emails quickly. We are here even if you just want to chat about the markets or share some news.

  • You don’t need to follow up with our team – if you tell us something, it will get done. We have systems in place to ensure that nothing falls through the cracks.

  • With long years of experience, very well-rounded knowledge of all BMO services including credit, mutual funds and business banking, and collaborative relationships in the branches, we can introduce you to the best people for your needs and help you navigate the resources of this large financial institution.

  • We invite you to leverage our lending experience and relationships when you need a financial boost for your family or business.