Welcome

Connecting you to customized wealth advice and solutions at BMO Private Wealth

As an Investment Counsellor at BMO Private Investment Counsel Inc., I offer professional investment management expertise and advice to help retirees, professionals, business owners, executives, and their families to simplify their wealth management needs.

I spend time getting an in-depth understanding about what a wealthy life means to you - your priorities on family, work, lifestyle, and money. Then, with an experienced team of passionate wealth management professionals, I create a customized investment plan that can adapt to external conditions and personal transitions.

This proactive approach saves you time and worry when making crucial decisions. You know your financial affairs are in order and remain on track to reach your goals throughout your life - the ultimate benchmark of success. BMO Private Investment Counsel Inc. - one of Canada's oldest and largest investment counselling firms - is the investment arm of the BMO Private Banking group and manages over $40 billion in assets.

As my client, you will benefit from having me as a dedicated Investment Counsellor, backed by our award-winning investment platform. We offer discretionary investment management services, and our institutionalized decision-making process ensures the highest standard of professional expertise and keeps your investment decisions aligned with your goals.