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: Guest Feature: U.S. Data Quality - in the Line of Fire

Aug 22, 2025 - BMO Private Wealth

The Through Line: For decades, the depth, breadth and quality of U.S. economic statistics have been applauded around the world. Data integrity is paramount because these numbers form the basis for a wide variety of undertakings – from compensation de...

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Funding Your Child’s Future – Beyond the RESP

Aug 20, 2025 - BMO Private Wealth

For many families, few investments feel as meaningful as investing in their child’s education. While that may mean aiming for an Ivy League degree, the race for academic advantage often starts much earlier, with private or boarding school enrolment....

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Weekly Strategy Perspectives: Animal Spirits on the Prowl

Aug 15, 2025 - BMO Private Wealth

The Through Line: After a long dry spell, a hopeful set of not-so-random events seems to be hinting at renewal in the initial public offering (IPO) and merger and acquisition (M&A) spaces. Head fake – or lasting trend? We parse the signs....

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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