As a 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.
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.
I joined BMO Private Wealth in 2019 and I have over 20 years of banking and borrowing experience. I graduated from Lakeland College with honors attaining a diploma in Financial Planning & Accounting. I have completed the PFP and Advanced Retirement Management Strategies through the Canadian Securities Institute.
I am an active volunteer with the United Way Capital Region leveraging my experience in the banking industry to provide financial literacy to Edmontonians living below the poverty line, at risk youths and newcomers to Canada. I am an avid ally of the LGBTQ2+ community and I am a consistent supporter of Canadian Blood Services.
Outside of work I love to cook and explore new recipes, I enjoy traveling with my husband and I am kept busy with 3 active boys and 2 rambunctious puppies.