Associate Private Banker
340 Albert Street
979 Bank Street
As an Associate Private Banker at BMO Private Wealth, I advise Canadian families, professionals, business owners and executives on banking, lending and cash flow management to help them reach their business and personal financial objectives and dedicate more time to the activities they value most.
I take time to listen and understand each client’s circumstances, financial needs and goals – for today and the future. Then, I bring in a customized team of BMO Private Banking specialists to look at their entire financial picture. From day-to-day banking to specialized lending, we take a holistic approach to design a customized, integrated financial plan. I regularly revisit this plan and adapt it as the client transitions throughout life. I joined BMO Private Wealth in 2019 and have 4 years of banking and borrowing experience. I have Bachelor of Social Sciences from the University of Ottawa with Joint Honours in Criminology and Women's Studies. I am currently serving as the 40th, and youngest, president of the Women's Business Network of the National Capital Region.
In my spare time, I enjoy reading, hiking with my dog Frank, travelling, and trying new food with my fiance Jayson.