With BMO for 26 years, I have had a solid financial background. Since joining BMO Private Wealth in 2005, I have steadily become one of the best wealth management advisors in Canada. I have an undergraduate degree from HEC Montréal, a Financial Planner (Fin. Pl.) designation from the Institut Québecois de planification financière, passed the Canadian Securities Course as well as the Chartered Investment Manager designation (CIM®).
My background as a Financial Planner as well as my extensive experience allow me to fully grasp the intricacies of all aspects of wealth management. My human side, my listening skills and my dedication have helped me develop a truly professional approach to account management.
Acting with honesty and integrity, I work closely with my wealth management colleagues to create personalized financing solutions in order to help our clients achieve their goals at every stage of their lives.