My Philosophy is to Preserve and Grow Your Wealth 

Goals-Based Wealth Management

Before making recommendations regarding your portfolio and wealth plan, we devote our time to learn about you, your family and your unique circumstances. We conduct a complete discovery to understand your goals, risk tolerance, and wealth structure, then tailor a portfolio and comprehensive wealth plan to your specific needs and wishes.

 

We will:

  • Be fully transparent.

  • Earn and maintain your trust.

  • Prioritize your best interests in every recommendation and decision.

  • Apply our extensive skill set and BMO Wealth resources to achieve your goals.

  • Recommend practical financial decisions that will help you achieve success.

 

A Family Office Approach

Wealthy families lead busy lives that can involve many financial complexities and partners. I can bring your family and business the sophisticated, fully integrated, financial attention of a bespoke investment boutique – backed by the strength, stability and resources of BMO Financial Group. Drawing from my network of BMO Private Wealth partners, an elite team of professionals with proven skills, deep experience and a nuanced approach, I can meet your unique needs, preferences and wealth style with distinction, simplicity and ease.

 

Schedule a Private Consultation

 

About BMO Private Wealth

Backed by over 200 years of stability and resources of BMO Financial Group, BMO Private Wealth is built on a proven track record with two long-standing successful legacy businesses: BMO Private Banking and BMO Nesbitt Burns. 

BMO Private Wealth's multi-disciplinary team of professionals from one of North America’s leading full-service investment firms and Canada’s best private bank* take a holistic and proactive approach to helping you navigate the complex process of managing your wealth. 

BMO Private Wealth is a brand name for a business group consisting of: Bank of Montreal, BMO Nesbitt Burns, BMO Private Investment Counsel Inc. and BMO Trust Company. Not all products and services are offered by all legal entities within BMO Private Wealth.  Further details.

 

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