Vice-President, Trust Services
As a Trust & Estate Consultant at BMO Private Wealth, I bring professional expertise and advice to help individuals and their families enjoy the opportunities wealth brings while simplifying its complexities. I build a lasting relationship with each client by getting to know what matters most to them – their short- and long-term priorities on family, work, lifestyle and money.
Based on a full appreciation of the client’s unique needs, I engage a diverse team of BMO Private Wealth Professionals to help me coordinate an array of solutions reflecting the individual’s values and priorities. From banking and investment management to estate and trust services and wealth planning, we create a customized, flexible wealth plan and constantly adjust it to external conditions and life transitions. This approach gives clients confidence knowing that a team of skilled professionals is focused on their financial success.
I joined BMO Private Wealth in 2015. I have an undergraduate degree in Commerce from the University of Victoria. I hold the Certified Financial Planner (CFP) and Fellow of the Canadian Securities Institute (FCSI) designations.