Senior Private Banker
As a Private Banker at BMO Private Wealth, I advise Canadian families, professionals, business owners and executives on banking, lending and cash flow management to help them reach their business and personal financial objectives and dedicate more time to the activities they value most.
I take time to listen and understand each client’s circumstances, financial needs and goals – for today and the future. Then, I bring in a customized team of BMO Private Banking specialists to look at their entire financial picture. From day-to-day banking to specialized lending, we take a holistic approach to design a customized, integrated financial plan. I regularly revisit this plan and adapt it as the client transitions throughout life.
Experience and Background
I have been involved with the specialized services offered through BMO Private Bank’s Wealth Management group since 1996 and within the industry since 1979. Services include; Discretionary Investment Management, Business Succession Planning, Estate and Trust Planning, Executor Services and Platinum Private Banking.
As a Director and Senior Private Banker, I work with a select group of family's in Vancouver, assisting them with a range of financial services, and providing comprehensive and unique solutions to their Wealth Management needs. I am dedicated to making a profound impact on the lives and the families that I serve.
I have held key positions within several community organizations including; Capilano College, Scouts Canada, Chamber of Commerce and most recently, sat on the Board of Directors with The YMCA of Greater Vancouver.
Accreditation: Certified Financial Planner, a Certified Senior Advisor, a Professional Financial Planner and a recent Graduated from the Sauder School of Business - the Family Enterprise Advisor program.