I joined BMO Private Wealth in 2018 and have over 10 years of banking and borrowing experience. I have an undergraduate degree from the University of Manitoba in Economics and I am a Branch Compliance Officer. I am a member of the Women Business Owners of Manitoba and a Board Member of Community Financial Counselling Services in Winnipeg.
As a Private Banker at BMO Private Wealth, I advise Canadian families, professionals, business owners and executives on customized lending, banking and cash flow management to help them reach their commercial and personal financial objectives and dedicate more time to the activities they value most. I specialize in the Medical Professional space where I advise physicians, specialists, and other healthcare providers at every stage of their medical careers. With long hours, busy schedules and other extreme demands of their profession, I understand the importance of simplifying your personal and commercial banking needs.
I take time to listen and understand each client’s circumstances, financial needs and goals – for today and the future. From day-to-day banking to specialized lending, I 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.