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As a Private Banker at BMO Private Wealth, I help Toronto professionals and business owners navigate complex debt, cash flow, and liquidity decisions—so their wealth works harder without adding stress.

 

I take the time to understand each client’s unique circumstances, financial needs, and goals—both today and over the long term.

From there, I coordinate a customized team of BMO Private Wealth professionals to deliver integrated advice, service, and convenience. Together, we take a holistic approach to designing a customized wealth plan that supports day to day needs as well as more specialized, complex situations. I regularly revisit this plan to ensure it evolves as you and your family progress through different stages of life.

As a Chartered Professional Accountant (CPA), I bring a tax and cash flow informed perspective to private banking decisions—helping ensure financing and liquidity strategies are aligned with your broader financial structure.

 

Contact Us Today

Our Services

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Succession Planning

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Trust & Estate Planning

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Investment Management

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Recent Wealth Insights

What to know about donor-advised funds as we head into the giving season

Oct 08, 2026 - BMO Private Wealth

If you’re planning to make a large charitable donation before the end of the year, setting up a donor-advised fund could be a great way to give....

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A 10-step checklist for first-time homeowners

Oct 07, 2026 - BMO Private Wealth

Buying your first home is a big step. While it’s an exciting journey, it can also be overwhelming. From choosing the right location to determining your budget, there’s a lot to consider....

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Your legacy in motion: The benefits and risks of early wealth transfer

Sep 28, 2026 - BMO Private Wealth

Our experts share some of the key considerations for families thinking of passing on wealth sooner rather than later....

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