Building Wealth Partnerships To Secure Your Financial Future 

As Director, Wealth Solutions at BMO Private Wealth, I have the good fortune to combine my two professional passions: wealth management and helping affluent and ultra-affluent individuals and families to achieve their aspirations.  


Leveraging almost 25 years of experience and my deep knowledge of our collaborative team, I am uniquely positioned to build bridges across BMO to ensure my clients access the appropriate specialists and resources.


Wealth – and big banks – can seem complex. I work to simplify the many financial options available to you and help you navigate your way to the right professionals and solutions. 




One-Wealth Approach

Our approach is coordinated, consultative and multi-disciplinary – supported by dedicated and experienced professionals across Canada, the U.S. and Europe. Your dedicated advisory team or Private Banker will manage and coordinate the entire process.


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Private Banking

Your dedicated Private Banker is passionate about creating solutions for affluent and very affluent individuals, families and business owners. He or she will manage your banking and borrowing needs with bespoke attention, because you may have complex and multifaceted needs.


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Investment Management

Our dedicated investment professionals are backed by a team of portfolio management experts, research analysts and economists and will create your tailored investment plan to ensure that your unique financial needs and goals take top priority. 


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Full-Spectrum Wealth Planning 

Aligning your personal and business objectives and using a collaborative approach, I will identify practical, actionable opportunities and solutions,  from cross-border tax considerations, to preparing the next generation to lead the family enterprise.


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