Meet Our Team

A BMO Banker for over 20 years, I joined BMO Private Wealth in 2018 as a Senior Private Banker. I have an undergraduate degree from the University of Manitoba in Economics and I completed the Columbia Business School's Family Enterprise and Wealth program. I am a Financial Modeling and Valuation Analyst - FMVA, a Mergers and Acquisitions Professional - M&AP, as well as a International Mergers and Acquisitions Expert - IM&A. I have enjoyed being a member of The Associates with the University of Manitoba's Asper School of Business, the Manitoba Association of Business Economists, and the Risk Management Association of Manitoba. For almost a decade, I guest lecturer at the University of Manitoba for a 4^th year course called Accounting Theory. Lastly, I was recognized 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 and 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 ultra high net worth Canadian families enterprises, professionals, business owners and executives on banking, lending and cash management solutions to help them reach their business as well as personal financial goals Through my experience with large corporate and capital market transactions, my current specialties are helping clients with family enterprise and family office planning, leverage life insurance solutions, and those interested in capital for mergers, acquisitions, and succession. I help my clients so that they are able to focus on what they do best.

I have over 16 years of experience in the financial services industry, I bring a deep understanding of personal and private banking to my role as a Private Banking Officer. I am dedicated to delivering personalized high touch service to clients with complex financial needs.

I began my career in 2009 at CIBC, where I spent a decade building strong client relationships and developing my expertise in retail banking, I played a key role in supporting front desk operations, closely working with front-line staff to maintain smooth day-to day operations. After advancing to the role of Financial Service Representative in 2017, I continued to provide strategic financial guidance to individuals and families.

In 2019 I joined BMO as a Personal Banking Associate and was quickly recognized for my commitment to client success and excellence in service. My strong performance in lending and investment advice led to a promotion to Financial Service Manager in 2021, where I played a key role in helping clients navigate important financial decisions and long-term planning.

In 2023, I joined BMO Private Wealth as a Private Banking Officer; I have focused on supporting Senior Private Banker Anthony Maros with ultra high net worth clients with tailored banking solutions designed to align with their lifestyle and goals. I am known for my collaborative approach, attention to detail and passion for helping clients manage and grow their wealth with confidence.

Outside of work I enjoy outdoor activities.

With over a decade of experience in the financial services industry, I work for the BMO Private Wealth as a Private Banking Officer. My specialty is providing banking solutions and top-of-the-line service to ultra high net worth clients. My role demands navigating and solving complex financial needs with personalizing assistance related to client solutions.

My carrier in banking began in 2015 when I started working in a credit union, building a foundation in customer service and retail banking. Three years later, I joined BMO Retail Banking as a Customer Service Representative, where I quickly progressed through the roles with increasing responsibilities. In 2019, I was promoted to Personal Banking Associate and then to a Personal Banker in 2020. Here I increased my knowledge and expertise in lending, investments, and developing deeper client relationships. I transitioned into BMO Private Wealth in 2024, working along side Anthony Maros and Lorena Salmeron. With the passion of helping clients in achieving their sophisticated financial goals, I have developed my problem-solving skills and relationship-based approach.