Senior Investment Counsellor & Portfolio Manager
BMO Private Wealth
100 King Street West
I specialize in providing strategic wealth advice to dynamic entrepreneurs. My services include disciplined portfolio management, complete wealth planning, and assistance in sourcing capital and maximizing opportunities to enjoy their success without waiting for their big liquidation event.
Entrepreneurs are the country’s movers and shakers. They create employment and grow our economy and it is a delight and honour to serve them. My comprehensive, goals-based wealth management services are tailored to their uniquely complex business and personal needs.
This complexity makes them fascinating. With their complicated scenarios, specialized needs, challenging personal decisions and lives that are bootstrapped around their businesses, entrepreneurs are the most underserved market.
I am the rare, experienced professional who specializes in bringing entrepreneurs the practical advice, services and financing they need. My extensive, diverse background includes portfolio management, risk management, security analytics, financial modelling, and building strong, long-term, multigenerational relationships. I have worked in corporate finance, private banking and investment management. This diverse perspective sets me apart: I understand base operations, can cut down potential roadblocks faster than most advisors, and talk to more partners one-on-one. This enables me to help ultra-affluent families fulfill their goals and helps entrepreneurs to source the capital that is their lifeblood.
Monetize your success – today
The reality of being an entrepreneur is that you get to spend very little time actually innovating. Most of your time is spent simply running your business and moving the bottom line. If you are like many business owners, you plan to pour everything back into your business, project after project, until the company takes care of itself. But when that day comes, you may not know what to do with all the cash it has generated. You may dread the day you hang up your skates but dream of having some cash to spend in the here and now.
My mission is to help you enjoy some of the fruits of your labours and reclaim a balanced life while you are still young. Together with my team and BMO partners, I can provide the right advice and counsel so you do not need to wait for your divestiture to monetize some of your success.
Diversify beyond your business
Many entrepreneurs allow their businesses to represent too large a percentage of their total asset base. Multiples, relationships and economic factors can change significantly without warning and you may not get what you expect when selling your company.
I will help you to set up a security net that is non-correlated to your business. Your portfolio will be designed like an institutional pension fund to complement the assets you are growing in your company. This will empower you to wait until the numbers are right. That’s the power of having a pragmatic plan and solid, objective advice.