Welcome to BMO Private Wealth

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, 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.

Who do I help ?

Business Owners & Entrepreneurs

As a business owner, life can get complex when personal wealth and managing your business are closely intertwined. Through our services, we can help reduce the complexity, allowing you to focus on growing your business. We can also provide guidance on business succession planning when you are ready to move on to the next chapter in your life.

Professionals & Executives

We understand the unique needs business professionals face, from concentrated stock positions, stock options and controlled stock to special borrowing needs. We work with professionals and executives to simplify the complexities that can come with wealth and help build a comprehensive wealth management strategy through our services.

Individuals & Families

Whether you need assistance with individual components of a financial plan or a comprehensive wealth management strategy, we can help you make informed decisions related to you and your family’s wealth. Through our services, we can simplify complexities and develop strategies to help you meet your goals.

Women: Get connected to – and confident about – your wealth

If you’re like most women today, you want to be proactively involved in managing your wealth and well-equiped and informed about the options available to you and your family.

I believe I share a deep passion for ensuring women receive excellent and personalized advice. I can help you to get your finances sorted and plan intelligently and strategically to protect and grow your wealth with confidence and comfort. With the right team of advisors and financial partners by your side, you can enjoy the experience of preserving and enhancing your wealth.

Corporations & Institutions

To keep pace with the financial choices and challenges that you encounter each day, we offer client-driven solutions and global capabilities. We provide investment management, retirement plan administration, and trust and custody services for corporations and institutions.