Senior Private Banker
201 Portage Avenue
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.|