Tailored and integrated wealth planning


We begin the wealth planning process with an initial meeting to discover your goals and concerns. I follow best practices to solve the problems and concerns that keep you up at night. My in-depth discovery process considers your current and future wealth goals and obligations to ensure we design a customized solution that considers multiple priorities. You and your goals remain central to the planning process and all the recommendations that I present to you.

When a deeper level of expertise is required, I collaborate with my experienced network of BMO specialists – at the pace you want and need – to offer highly sophisticated planning. You may need time to get comfortable about sharing very personal information, adjusting to change and making decisions. On your terms, I will help you plan to achieve your retirement and other wealth goals so you can focus on what matters most to you.

I will bring together and manage an extended team of in-house BMO Private Wealth experts based on your unique needs and work very collaboratively to build a total wealth management plan based on your personal situation. This can include:


  • Investment management
  • Tax efficiency planning
  • Accountancy services
  • Insurance solutions
  • Legal consultation services
  • Trust and will services
  • Customized credit solutions
  • Private and commercial banking
  • Cross-border advisory services
  • Liaison with your existing advisors
  • Business/practice succession planning
  • Estate planning
  • Retirement planning 
  • Planned giving strategies
  • Customized credit and banking services and solutions
  • Cash management planning to support your pre- and post-retirement lifestyles

Together, we will ensure your wealth management needs are fully considered and integrated seamlessly when developing your family wealth solution, no matter how complex.