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, 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.
Watch here for important changes, holiday announcements and contact details
Our team of professionals look forward to assisting you. Key Resolutions for 2022
Is you Estate plan up to date?
Will, Powers of Attorney and Representation agreement
Obtain or update your BMO Estate Inventory Organizer that is available in "Publications" in this site
Ensure your Insurance planning still meets your needs
Ensure your RRSP contributions are up to date
Is your TFSA topped up?
If you’ve never opened a TFSA before, you can make a considerable contribution in 2022 – $81,500 total (provided you were at least 18 years old in 2009). Your total contribution is calculated as follows:
Your annual TFSA dollar limit (for 2022 this is $6,000)
Plus any unused TFSA contribution room since 2009
Plus any withdrawals made in the previous year
call to review your limits @ Tax Information Phone Service (TIPS) at 1-800-267-6999, or go to MyCRA