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.
Your financial security
Assisting your parents
Assisting your children or grandchildren
Power of attorney
Disability income
Survivor Income
Your personal healthcare
Your overall savings strategy
Customized portfolio strategies
More involved in investment decisions
Less involved in investment decisions
Your retirement lifestyle plan
Your income options in retirement
Your company pension options
Transitioning away from your business
Distributing your assets
Your will and trusts
Preserving your estate
Your giving strategy
Charitable Giving
Private foundations
Donor advised funds