With more than 18 years of experience, I provide investment management expertise and comprehensive wealth planning advice to help affluent individuals and families make confident decisions about their investments and broader financial lives. I advise clients throughout the GTA and across Canada, including business owners, executives, professionals, and retirees. Each relationship begins with a clear understanding of what matters most, allowing me to develop bespoke investment strategies that reflect their ambitions, responsibilities, and changing circumstances.
Wealth rarely exists in isolation. Investment decisions are often shaped by retirement planning, business ownership, family responsibilities, estate considerations, and the transfer of wealth to future generations. I help clients bring these priorities together in a coordinated strategy that provides clarity today while remaining flexible enough to support future transitions.
Through BMO Private Wealth, my clients benefit from the knowledge and capabilities of specialists in wealth planning, private banking, trust and estate services, and tax planning. I bring the appropriate professionals into the conversation while remaining closely involved throughout, providing a single, dependable relationship through which their broader needs can be addressed.
My practice is built around accessibility, preparation, and personal attention. I stay closely connected with my clients, communicate proactively, and identify opportunities or potential concerns early so important decisions can be considered thoughtfully rather than reactively.
A Refined Client Experience. My role is to simplify the complexity that often comes with significant wealth, allowing clients to focus on what matters most. They can move forward knowing their financial affairs are being managed with discretion, precision, and a deep understanding of their goals.
Meet My Team