Trusted and sophisticated family office services

I serve very busy, affluent clients who need banking services with international scope and multigenerational wealth management. They include ultra-high net worth families, medical professionals, doctors, dentists, and C-suite executives.

To earn the privilege of being their trusted Senior Private Banker, I forge strong relationships with my clients and their families and act as their single point of contact to the vast resources of BMO Private Wealth, delivering white-glove service.

Combining sophisticated business acumen, extensive lending and wealth management experience and a reliable team, I can manage all your financial matters – from the simple to the complex – in your best interest, quickly and accurately.

Tailored solutions. Constant care.

I will craft customized solutions for your unique needs and strive to streamline all the moving parts of your financial life. Contact me 24/7 and I’ll ensure you have everything you need for yourself, your loved ones and your business.

Rely on me to deliver:

Tailored private banking and wealth management services for your holding companies, numbered companies and family personal wealth management needs
- Experienced oversight and service for your everyday banking and wealth planning
- Highly customized borrowing and joint banking solutions
- Navigation through intricate financial situations
- Complex transaction structuring
- Customized deposit services
- Services to transfer rental properties into a numbered company
Insurance lending for medical professional corporations or holding companies
- Leveraged life insurance deals (loans against life insurance cash surrender value)
Customized mortgages
- For vacation properties, sons’ and daughters’ homes, company real estate and all related banking services
International and cross-border banking services
- Available 24/7 to accommodate all time zones
- Introductions to my U.S. banking and wealth management team
Advanced, encrypted BMO Private Banking technology
- Accomplish everything electronically – even sign documents in the comfort of your home or remote vacation property
Close liaison with your lawyers and accountants:
- Integration of their recommendations into your Wealth Plan
- Assistance navigating their advice.

Click here to schedule a private consultation.