Associate Investment Counsellor
As a Private Wealth Professional at BMO Private Investment Counsel Inc., I offer professional discretionary investment management expertise and advice to help individuals and their families enjoy and simplify their wealth.
With 23 years of investment management experience, I joined BMO Private Wealth in 2017. Prior to this role I was a Financial Planner at BMO Financial Group from 2009-2017. For the first half of my career I was part of the CIBC Wood Gundy team in Toronto. I have an undergraduate degree from Western University. I hold the Personal Financial Planner (PFP) designation.
I spend time getting an in-depth understanding about my client's goals: their priorities on family, work, lifestyle and money.
I take a holistic approach to planning and collaborate with my diverse team of wealth management professionals including our wealth planner, business advisory & transition planning specialist, estate lawyer, tax consultant and insurance specialist to fulfill my clients' needs.
For each client I create a customized, flexible investment plan that I monitor closely and adjust for personal transitions.
This approach provides clients peace of mind when making important decisions. They know their financial affairs are in order and remain on track to reach their goals throughout their lives – the ultimate benchmark of success.