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.
With 36 years of investment management experience, I joined BMO Private Wealth in 1998. I hold a Bachelors of Arts degree from The University of Western Ontario and a member of the CFA Institute, The CFA Society Toronto and a CFA Charterholder
My work experience includes 9 years as a stock broker in Toronto where I was VP and shareholder, 5 years as President and Managing Director of an off shore Investment Bank and Trust company located in Barbados and Director of a TSX listed reinsurance Company based in Bermuda. Additionally I am past VP and Director of the Toronto Society of the Investment Dealers Association, past member of the Canadian Securities Institute's National Council of FCSIs
My volunteer and community involvement include:
Treasurer of the Hill 70 Memorial
Co-founder of the Wolfe Island Early Years Centre
Past member of Investment Policy Committe of Kingston General Hospital
Past Corporate Ambassador, Kingston Private Bank for the United Way
Member of St. George's Cathedral
Knight, Order of St Joachim
Knight Postulant, Order of St George
Kentucky Colonel and Honorary Aide de Camp to the Governor of Kentucky