Senior Investment Counsellor and Portfolio Manager
BMO Private Wealth
20 Erb St W
Women in Wealth
Connecting women to personalized wealth advice at BMO Private Wealth
Get connected to, and confident about, your wealth.
If you’re like most women today, you want to be proactively involved in managing your wealth and well-equipped and informed about the options available to you and your family.
I can help you build a comprehensive Wealth Plan that is ideal for you and your family to help you manage your wealth easily and enjoyably.
My core values have always guided my choices in life. One of those values is to ensure every individuals makes the best financial decision for their family . With that said, I can help you plan intelligently and strategically to protect and grow your wealth with confidence and comfort. With the right team of advisors and financial partners by your side, you can enjoy the experience of preserving and enhancing your wealth.
I have curated an elite and well suited team with the ideal skills, deep experience and nuanced approach to best match your specific needs, preferences and wealth style, drawing from our network of:
- Business bankers
- Investment Counsel
- Will reviewers
- Private Wealth Trust and Estate Planners
- Investment bankers
- Insurance specialists
- Business succession specialists
- Private Bankers
- Strategic philanthropy experts, and more.
Contact me to connect with advisors who have a mission to help women maximize and enjoy their wealth.