BMO Private Investment Counsel Inc.

Investing that can take you further

 

 

Forward-thinking, customized wealth advice and solutions

 

With 19 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, 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.

 

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.
 

Service with distinction- To enhance your wealth management experience, I am supported by my associate Robbie 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.

My Team

 

 

At BMO Private Investment Counsel Inc., we are dedicated to creating a profound impact on the lives of families who entrust us with managing their wealth.

 

As part of one of Canada’s most prominent investment counsel firms, I provide effective, prudent and principled investment management to successful families based all over Canada.

I believe that the key to successful investing is not avoiding risk, but managing risk/ reward trade-offs and maintaining diversification among and within asset classes. Your portfolio will be constructed on a foundation of long-term strategic asset allocation, bolstered by tactical adjustments that capture evolving market opportunities

 

My Wealth Planning Process

 

 

We partner with you and your family to grow and preserve your enduring wealth.

 

 

I help affluent families to take action on what’s important to achieve exceptional outcomes – today and in times of transition.

Their goal is to ensure that your portfolio’s asset mix remains aligned with both your investing objectives and their informed outlook for the economy and capital markets.

How I Help You