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Vice President and Senior Private Banker | CFP, FEA
595 Burrard St
PO Box 49500
By delivering exceptional personalized service, I develop relationships that are trusting, comfortable and long-lasting.
As a Private Banker at BMO Private Wealth, I advise professionals, business owners and executives on navigating intricate financial situations, and to structure complex transactions. I value guiding my clients to achieve their financial objectives, and to allow them to dedicate more time to the activities they value most.
I take time to listen and understand your circumstances, financial needs and goals – for today and the future. Then, I bring in a customized team of BMO Private Wealth professionals to offer unparalleled advice, service and convenience. From day-to-day to the most specialized needs, needs, we take a holistic approach to design a customized, integrated wealth plan. I regularly revisit this plan so it adapts as you and your family transition throughout life.
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Happy Holidays and all the best to you and your family in 2021. Our team of professionals look forward to assisting you.
Key Resolutions for 2021