Specialized Wealth Support

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Multigenerational Wealth Planning

I help younger family members begin investing, support retirees with sustainable income planning, and coordinate estate and wealth-transfer considerations across generations.

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Business & Professional Wealth Planning

Through BMO Private Wealth, I help clients access business succession, valuation, and sale planning for companies and professional practices. I also help align personal wealth with business growth, retirement, and the eventual transfer of ownership.

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Private Banking & Financing

I connect clients with a dedicated BMO Private Banker for personalized banking, financing, and liquidity solutions, coordinating these services with their broader investment strategy.

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Executive Compensation Planning

I help clients incorporate salary, bonuses, stock options, restricted share units, pensions, and other compensation arrangement into their investment strategy while accounding for concentration risk, liquidity needs, and long-term planning priorities.

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Strategic Philanthropy

Working with the appropriate specialites, I help clients explore charitable giving strategies, including donations of appreciated securities, planned gifts, and other ways to creat a lasting legacy.

 

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