BMO Private Banking will guide you at every step of your financial journey

As a Private Banker at BMO Private Wealth, I advise professionals, business owners and executives on navigating intricate financial situations, and to structure complex transactions. 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, 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.

 

My services include a vast range of wealth management strategies and solutions for affluent individuals and families.

Your needs are multi-dimensional. So are our capabilities.

I will assemble and co-ordinate your own customized team of BMO Private Wealth specialists across a broad range of disciplines, including:

 

  • Investment Management
  • Wealth Planning
  • Trust and Estate
  • Family Wealth Services
  • Philanthropy
  • Business Banking and Transition Planning

 

When the time is right, I can also draw on other specialists from across BMO Financial Group to help solve your individual needs.

Recent Posts

Weekly Strategy Perspectives: Putting a Sweater on the Octopus – employment paradoxes and paradigms

Jan 16, 2026 - BMO Private Wealth

The Through Line: The wellbeing of the labor market preoccupied commentators, policy makers, Fed watchers and job hunters for much of 2025......

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Weekly Strategy Perspectives: Level-setting the ABCs of 2026

Jan 09, 2026 - BMO Private Wealth

The Through Line: In 2025, we saw a swarm of trends, concerns and surprises – many of which will follow us into the new year. Some of the themes rhymed with prior periods, while others permanently bent the arc of specific trajectories. Investors may...

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Weekly Strategy Perspectives: Surprise, Surprise

Dec 19, 2025 - BMO Private Wealth

The Through Line: For writers and poets, surprise is a gift. But investors hate plot twists – and 2025 had more than its fair share. We look back at some of the year’s biggest eye-openers, highlighting key lessons that can be carried forward into the...

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Bringing your full financial picture into view

Your financial journey is unique to you.

With all that you have achieved, now is the time for a more strategic and exclusive approach to managing your distinctive personal and business banking and borrowing needs. With a dedicated Private Banker and a team of experts, BMO Private Banking can help simplify your wealth experience.

How I can help you

Wherever life takes you, through continuous discovery rooted in planning, we will be there to provide industry-leading solutions, while bringing the full breadth of BMO Private Wealth’s resources to help you reach your goals and focus on what matters most...you.

As your dedicated Private Banker, I will work with you to understand your specific banking needs. They are your key point of contact and provide access to our exclusive banking services and team of experts.

How I Work With You

Named Best Private Bank in Canada for 15 years in a row