As a Private Banker at BMO Private Wealth, I advise professionals, business owners, business executives and retirees on navigating complex financial situations. I value helping clients achieve their financial objectives, allowing them to spend more time on activities they enjoy.
I listen and understand your circumstances, financial needs, and goals. We take a holistic approach to design a customized, integrated wealth plan. I bring in a team of BMO Private Wealth professionals to offer advice, guidance, service and convenience. We then regularly revisit this plan so it adapts as you and your family transition throughout life. From day-to-day banking to the most specialized needs we customize a relationship that fits your unique circumstances.
By delivering exceptional personalized service, I develop relationships that are trusting, comfortable and long-lasting.