Welcome to BMO Private Banking Winnipeg

As a Senior Private Banker at BMO Private Wealth, I advise professionals, business owners and executives on navigating intricate financial situations, and to structure complex transactions. I value guiding my clients to achieve their financial objectives, and to allow them to dedicate more time to the activities they value most.


I take time to listen and understand your circumstances, financial needs and goals – for today and the future. Then, I bring in a customized team of BMO Private Wealth professionals to offer unparalleled advice, service and convenience. From day-to-day to the most specialized needs, we take a holistic approach to design a customized, integrated wealth plan. I regularly revisit this plan so it adapts as you and your family transition throughout life.


By delivering exceptional personalized service, I develop relationships that are trusting, comfortable and long-lasting.

Wealth Management is a Family Affair

How we can service you and your family



Family Issues

Your financial security

Assisting your parents

Assisting your children or grandchildren



Protecting your Lifestyle

Power of attorney

Disability income

Survivor Income

Your personal healthcare


Investing for the Future

Your overall savings strategy

Customized portfolio strategies

More involved in investment decisions

Less involved in investment decisions



Your Retirement Plan

Your retirement lifestyle plan

Your income options in retirement 

Your company pension options

Transitioning away from your business


Creating a Legacy

Distributing your assets

Your will and trusts

Preserving your estate


Philanthropy and Giving Back

Your giving strategy

Charitable Giving

Private foundations

Donor advised funds