Investing that can take your further

As a Portfolio Manager at BMO Private Wealth, I advise professionals, business owners and executives on navigating intricate financial situations, and to structure complex transactions. 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 time to listen and understand your circumstances, financial needs and goals – for today and the future. Then, I bring in a customized team of BMO Private Wealth professionals to offer unparalleled advice, service and convenience. From day-to-day to the most specialized needs, needs, we take a holistic approach to design a customized, integrated wealth plan. I regularly revisit this plan so it adapts as you and your family transition throughout life.

By delivering exceptional personalized service, I develop relationships that are trusting, comfortable and long-lasting.

Meet Our Team

 

 

We partner with you and your family to grow and preserve your enduring wealth.

Whether your focus is income generation, wealth preservation or capital growth, your investment counsellor will become your trusted your trusted financial partner. We deliver relevant solutions and tailored services that allow you to delegate day-to-day investment decisions to our experienced and highly educated team. We help you assess your big picture without ever losing sight of the details.

Our clients are affluent individuals and families who what the freedom from managing the detailed aspects of their finances. They may be retired from rewarding careers, running prosperous businesses, managing demanding professional roles, or immersed in family and community activities. We manage your investments in a manner that reflects your wishes and needs, freeing you to focus on other matters important to your and your family..

 

Our Investment Process

 

 

I guide successful Canadian individuals and families through their financial landscape to seize opportunities today and navigate smoothly through the transitions ahead.

Wealth Planning

A wealth plan helps you understand where you are and where you want to be. We create a plan to help get you there.

 

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Investment Management

If your goal is to grow and/or preserve your wealth, we can suggest an investment strategy that's right for you.

 

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Responsible Investing

We work with clients to invest responsibly and work towards a better future.

 

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Banking & Borrowing

A BMO Private Wealth professional will help you with banking and borrowing solutions for your personal and business needs.

 

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Estate Planning

BMO Private Wealth professionals will work with you to create a comprehensive estate plan that aligns with your values.

 

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Philanthropy

If leaving a legacy is important to you and your family, we can help you create a strategic plan that aligns with your values.

 

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Retirement

Retirement has changed and, when you're ready, we'll help you prepare your unique plan as you move towards a new stage.

 

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Tax Planning

Tax minimization is a key strategy to manage your wealth. A BMO Private Wealth professional will work with your current tax team to help you effectively manage your assets.

 

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Business Owner Advisory & Succession Planning

We help with wealth planning and succession strategies for your business and family.

 

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Executive & Professional Services

You're busy managing your business, so our expert teams will help you create a customized plan to help preserve and grow your wealth.

 

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Professional Athlete Wealth Management

The Athlete Advisory Team is a group of BMO Private Wealth professionals with expertise and experience providing professional athletes tailored financial solutions that cater to their unique needs and goals.

 

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Cross-Border Solutions

If you spend a significant amount of time in the U.S., we can help you manage your financial needs on both sides of the border.

 

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