As a private banker at BMO Private Wealth, I advise professionals, business owners, and executives on navigating intricate financial situations. 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 the time to listen and understand your circumstances, financial needs, and goals for today and the future. I then bring in a customized team of BMO Private Wealth professionals to offer unparalleled advice, service, and convenience. From daily needs to specialized needs, I strive to take a holistic approach to design a customized, integrated wealth plan. As you and your family transition throughout life, I regularly revisit this plan in order to adapt to your growing needs.
By delivering exceptional personalized service, I develop relationships that are trusting, comfortable, and long-lasting.