Senior Investment Counsellor & Portfolio Manager
As a Private Wealth Professional at BMO Private Investment Counsel Inc., I offer professional investment management expertise and advice to help individuals and their families enjoy and simplify their wealth.
I spend time getting an in-depth understanding about what a wealthy life means to every client – their priorities on family, work, lifestyle and money.
Then, with a passionate, diverse team of wealth management professionals, I create a customized, flexible investment plan that I adjust regularly to external conditions and personal transitions.
This approach saves people time and worry when making important decisions. They know their financial affairs are in order and remain on track to reach their goals throughout their lives – the ultimate benchmark of success.
I joined BMO Private Wealth in 2002 and have over 27 years of experience in Investment Management and Trust and Estate planning services. I hold the Chartered Financial Analyst (CFA) and Trust and Estate Practitioner (TEP) designations. I am also a member of the CFA Institute and Calgary CFA Society, as well as a former member of both the BMO Trust Company Estate & Trust Investment Committee, and the BMO Private Counsel Investment Management Committee.