BMO Private Wealth
201 Portage Avenue
|As a Private Banker at BMO Private Wealth, I advise Canadian families, professionals, business owners and executives on banking, lending and cash flow management to help them reach their personal financial objectives and dedicate more time to the activities they value most.
I take time to listen and understand each client’s circumstances, financial needs and goals – for today and the future. Then, I bring in a customized team of BMO Private Banking specialists to look at their entire financial picture. From day-to-day banking to specialized lending, we take a holistic approach to design a customized, integrated financial plan. I regularly revisit this plan and adapt it as the client transitions throughout life.
I joined BMO Private Wealth in 2018 and am a career banker with nearly ten years of banking and borrowing experience. I completed my Bachelor of Commerce (Hons) degreee with the University of Manitoba's Asper School of Business. I have completed the Certified Financial Planner® certification through FP Canada. In 2020, I completed the Financial Modeling and Valuation Analyst® Program from the Corporate Finance Institute. I am driven to continually pursue higher knowledge to better serve my clients.