Physicians

Physicians may be incorporated but most often they are reluctant business owners who are more focused on their patients’ wellbeing than their own financial health. With the profession’s other extreme demands, you need a dedicated advisor to manage your complex financial affairs and keep them streamlined and simplified.

 

With experience gained over 17 years of specializing in advising physicians and earning the trust of influential clients such as medical foundations, a provincial medical board, and a number of prominent affluent and ultra-affluent physicians, I can help you manage your assets at all stages of your practice, plan for retirement, and enjoy the lifestyle you’ve earned.

 

Professionals & Executives

We understand the unique needs business professionals face, from concentrated stock positions, stock options and controlled stock to special borrowing needs. We work with professionals and executives to simplify the complexities that can come with wealth and help build a comprehensive wealth management strategy through our services.
 

Business Owners

I find it very rewarding to work with business owners. They are deliberate; have a growth mindset; spend time, face risks and work hard; and their financial lives are often fraught with complexities, conflicting priorities, and nuances. I love the challenge of assisting them.

 

As an entrepreneur, I understand the difficulties of running a business and the importance of maximizing synergies between your personal and corporate finances. I bring customized advice and a comprehensive suite of strategies to help you preserve and grow your wealth and reap the rewards of your efforts.

 

BMO Private Wealth has a very strong offering for entrepreneurial and professional clients. With breadth and depth of financial options, specialists and resources, I am well positioned to invest your corporate reserve funds or retained earnings and make them a powerful component of your overall wealth plan.

 

I advise:

  1. Young entrepreneurs who are growing their business and reinvesting their earnings; and

  2. Entrepreneurs at mid-career who wish to grow and develop their business while planning for the future, and

  3. Mature entrepreneurs who wish to divest and invest the proceeds from their liquidation event to boost their family and personal lifestyle and generate a steady stream of income for retirement.

 

Individuals & Families

Whether you need assistance with individual components of a financial plan or a comprehensive wealth management strategy, we can help you make informed decisions related to you and your family’s wealth. Through our services, we can simplify complexities and develop strategies to help you meet your goals.