I joined BMO Private Wealth in 2018 and have nearly 20 years of banking and borrowing experience. I have an undergraduate degree from the University of Manitoba in Economics and I am a Financial Modeling and Valuation Analyst - FMVA . I am a member of the Manitoba Association of Business Economists and the Risk Management Association of Manitoba. I guest lecturer at the University of Manitoba for Accounting Theory. I am on the Top Under 40 list for the Investment Industry Association of Canada (IIAC) in 2020.
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.
As a Senior 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. Through my experience with large corporate finance and capital market transactions, my specialties are helping clients with leverage life insurance solutions as well as those interested in capital for mergers and acquisitions. I help my clients so that they are able to focus on what they do best