Vice-President & Sr. Private Banker
BMO Private Wealth
595 Burrard St
PO Box 49500
In my role as a Senior Private Banker with BMO Private Wealth, I create and implement custom banking and lending solutions for Ultra High Net-Worth individuals, entrepreneurs and families, ensuring dedicated, results-oriented service to help propel them and their business forward.
Acting as a trusted partner, my sole focus is to meet the unique needs of every client through a consultative and responsive approach, inherently forming deep and meaningful long-term relationships and delivering exceptional personalized service. Drawing on a significant depth of industry expertise and creative insight, I take the time to simplify and address the inherent challenges of wealth – from the unified management of my clients personal, trust, business and holding company accounts, to offshore income and highly complex credit structuring.
Integrating the disciplines of taxation, financial and estate planning, and business advisory through our in-house network of technical specialists, I’m able to seamlessly execute on delivering timely and efficient access to capital, ensuring ongoing alignment with my client’s objectives.