I help successful Canadian families to take action on what’s important to achieve exceptional outcomes – today and in times of transition.
With 17 years of experience and a strong financial planning background, I provide thoughtful investment management expertise and comprehensive wealth planning advice to help affluent investors enjoy and simplify their wealth. I advise a broad range of clients throughout the GTA and north, across Canada and internationally. They include business owners, executives, medical & legal professionals, & retirees. I work closely with my clients to ensure their wealth plan is adequately prepared for major life events that can impact their personal and financial well being.
Working closely with our award winning team means you will have access to the best professionals within BMO Private Wealth. I become my clients’ go-to person for all things wealth management-related to ensure your overall wealth picture is well looked after.
Service with distinction
Providing exceptional and forward-thinking client service is a hallmark of my practice. I advise a smaller roster of families so that I am able to give you a very high level of service. I pride myself on proactive communication with ideas to enhance and optimize your financial situation. Regular, meaningful contact with my clients is the highlight of my day and being very responsive to my clients’ needs is what I’m known for.
To enhance your wealth management experience, I am supported by my associate Ilene to ensure we maintain the highest level of service and expertise throughout your wealth journey and bring you the right advice at the right time.
Contact me today.