Wealth Leadership With Experience, Integrity and Acumen

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.

A complete suite of integrated wealth services

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:
 

 

A disciplined, customized investment portfolio

Discretionary platform that enables you to delegate your day-to-day investment decisions to save you time and stress

Full, integrated family office services

Addresses multiple aspects of your financial world, in collaboration with my trusted network of BMO specialists.