As an experienced Portfolio Manager at BMO Private Investment Counsel, I am strongly positioned to advise entrepreneurs and professionals with complex financial needs. By finding the ideal middle ground between enhancing and preserving your capital, my ultimate goal is to grow your wealth and shrink your worry. My continuous and conscious care ensures that any changes in your life, priorities or goals are integrated into your investment plans.
Through in-depth conversations, I will gather a full understanding of your life and professional goals, risk tolerance, liquidity needs, tax liabilities and financial responsibilities. Using this knowledge, I can provide:
Discretionary platform that enables you to delegate your day-to-day investment decisions to save you time and stress
Addresses multiple aspects of your financial world, in collaboration with my trusted network of BMO specialists.