Senior Investment Counsellor & Portfolio Manager
BMO Private Wealth
100 New Park Place
Senior Investment Counsellor
I joined BMO Wealth in 2007 after previous roles in the areas of Mergers and Acquisitions and High Net Worth Wealth Management. I currently manage in excess of $600 million of investments for 140 families.
In 1993, I graduated from the School of Business and Economics at Wilfrid Laurier University. In 1997 I received the Chartered Financial Analyst (CFA) designation. I am currently a member of the Toronto CFA society.
I’m a proud father of two adult children. In my spare time I enjoy working out, skiing, golf, hockey, seeing live music and travelling.