Integrated Wealth Management Services
As a Private Banker, I offer integrated wealth management services to business owners, executives and affluent families with all aspects of their wealth needs – from complex banking and borrowing, investing, wealth planning, to giving, and trust services. I value guiding my clients to achieve their financial objectives, and to allow them to dedicate more time to the activities they value most.
I take time to listen and understand your circumstances, financial needs and goals – for today and the future. Then, I bring in a customized team of BMO Private Wealth professionals to offer unparalleled advice, service and convenience. From day-to-day to the most specialized needs, needs, we take a holistic approach to design a customized, integrated wealth plan. I regularly revisit this plan so it adapts as you and your family transition throughout life. By delivering exceptional personalized service, I develop relationships that are trusting, comfortable and long-lasting.
Heritage & Stability
Backed by the heritage, stability and resources of BMO Financial Group, we’ll help you take action on what matters most and guide you through times of transition, so you can achieve your goals and dreams.