Welcome

My institutional-quality portfolio management and complete wealth strategies to help you protect, grow and transfer your wealth

 

As your dedicated Investment Counselor, I will build a tailored and resilient portfolio for you with the discipline and rigor similar to that employed by major endowments and pension plans. In addition, I will create a complete wealth plan to prepare you and your family for the expected and unexpected and guide you through major life transitions.

 

My discretionary managed portfolios are constructed from a highly curated platform of funds and models managed by BMO Global Asset Management and leading third-party money managers. Placing your goals at the forefront, I will deliver institutional-quality, multi-asset solutions and make decisions that prioritize risk management.

 

With integrity, objectivity and transparency, I will put your interests first and provide unbiased advice to help you achieve your vision. Working across multiple business lines collaboratively and coordinating all the details, I can address your many wealth needs under one roof. I work with trusted BMO Private Wealth specialists in retirement, estate and tax planning, trust services, business succession planning, insurance solutions, and philanthropic giving to deliver complete and integrated wealth management. As well, I can introduce you to private bankers for bespoke solutions to your complex needs from the world’s best private bank.*

 

Working with me

 

I can help you to:

  • Define your short- and long-term goals
  • Allocate your assets according to your profile and market conditions
  • Build a discretionary, optimized, resilient, risk-adjusted, balanced portfolio
  • Create and follow a complete and holistic wealth plan
  • Transition to an income-generating portfolio in retirement
  • Plan for retirement, design a tax-efficient estate, and set up trusts if needed
  • Plan proactively for major purchases or expenses
  • Stay up on the latest tax regulations, industry reforms and global influences
  • Manage multigenerational wealth family planning for your evolving needs

 

Before making recommendations, I will get to know you and your family, business or practice to understand your goals, needs, fears, wealth structure, time horizon, liabilities and preferences. To create your customized and complete wealth plan, an experienced team of BMO Private Wealth specialists bring you tremendous financial bench strength:

 

  • Will reviewers
  • Private Bankers
  • Tax planners
  • Commercial Bankers
  • Asset managers
  • Investment bankers
  • Trust and estate planners
  • Risk management experts
  • Insurance specialists
  • Business succession specialists
  • Credit consultants
  • Strategic philanthropy consultants
  • Mortgage specialists
  • Specialized lenders in your industry

 

About BMO Private Investment Counsel

 

Backed by over 200 years of stability and resources of BMO Financial Group, BMO Private Investment Counsel is one of Canada’s oldest and most distinguished investment counsel firms. We manage over $42 billion in assets and offer unsurpassed expertise and guidance. As your dedicated Investment Counsellor, I have access to a robust investment platform and esteemed Investment Policy Committee to deliver exceptional investment counsel.

 

BMO Private Investment Counsel operates within BMO Private Wealth, a brand name for a business group consisting of Bank of Montreal, BMO Nesbitt Burns, BMO Private Investment Counsel Inc. and BMO Trust Company. Not all products and services are offered by all legal entities within BMO Private Wealth. BMO Private Wealth is a brand name for a business group consisting of: Bank of Montreal, BMO Nesbitt Burns, BMO Private Investment Counsel Inc. and BMO Trust Company. Not all products and services are offered by all legal entities within BMO Private Wealth. Further details.