Welcome

With over 30 years at BMO, I have dedicated my career to walking alongside families as a trusted advisor. I specialize in family office services - helping multi-generational families define their values, navigate complex wealth structures, and create legacies that last. My work integrates investments, lending, and holistic wealth strategies to give families peace of mind and confidence in their financial future.

I believe wealth is more than numbers on a balance sheet—it’s about aligning resources with purpose, strengthening family unity, and building a meaningful legacy for generations to come. I collaborate with a team of dedicated professionals to design integrated, customized solutions for each family I serve. Together, we empower clients to embrace both opportunity and security, knowing your goals and priorities are in trusted hands.

At the heart of my work is a simple commitment: to support families with care, clarity, and confidence as you steward both your wealth and your values