Senior Investment Counsellor & Portfolio Manager
BMO Private Wealth
100 King St W
As a Private Wealth Professional at BMO Private Investment Counsel Inc., I offer professional investment management expertise and advice to help individuals and their families enjoy and simplify their wealth. My clients include professionals (lawyers, physicians, accountants), entrepreneurs/business owners, retirees, C-Suite Executives (CEOs, CFOs, etc), high profile professional atheletes, high profile entertainers (actors, actresses, producers, script writers), and wealthy families.
I spend time getting an in-depth understanding about what a wealthy life means to every client – their priorities on family, work, lifestyle and money.
Then, with a passionate, diverse team of wealth management professionals, I create a customized, flexible investment plan that I adjust regularly to external conditions and personal transitions.
This approach saves people time and worry when making important decisions. They know their financial affairs are in order and remain on track to reach their goals throughout their lives – the ultimate benchmark of success.
With over 20 years of investment management experience, I joined BMO Private Wealth in 2008. Prior to assuming my current role, I was at UBS, where I was Director and Senior Portfolio Manager. I joined UBS in early 2000, where I was responsible for managing high-net-worth and ultra-high-net-worth private client portfolios. I was involved in a variety of investment activities including investment research, tactical asset allocation, stock selection, portfolio construction, and alternative investments (private equity and hedge funds), and also sat on two committees: UBS Investment Policy Committee & UBS Investment Strategy Committee.
Prior to joining UBS, I worked in capital markets as an Analyst in the top-ranked Equity Related Products Group in Institutional Equity for Scotia Capital Markets and as an Investment Analyst for Canada Life.
I am a current member of the Toronto CFA Society and the CFA Institute.
- Chartered Financial Analyst (CFA)
- Master of Business Administration (MBA)
- Bachelor of Applied Science - Engineering (BASc)