Welcome to BMO Private Wealth

As a Private Banker at BMO Private Wealth, I advise professionals, business owners and executives on navigating intricate financial situations, and to structure complex transactions. I value guiding my clients to achieve their financial objectives, and to allow them to dedicate more time to the activities they value most.

I take time to listen and understand your circumstances, financial needs and goals – for today and the future. Then, I bring in a customized team of BMO Private Wealth professionals to offer unparalleled advice, service and convenience. From day-to-day to the most specialized needs, needs, we take a holistic approach to design a customized, integrated wealth plan. I regularly revisit this plan so it adapts as you and your family transition throughout life.

By delivering exceptional personalized service, I develop relationships that are trusting, comfortable and long-lasting.

Recent Posts

Building a business worth selling

Jun 09, 2026 - BMO Private Wealth

The systems and processes in place in your business may work perfectly well for you – or perhaps only because of you – but that’s not what’s going to drive value when you’re looking to exit....

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5 ways to build everyday resiliency

May 21, 2026 - BMO Private Wealth

At a time when the world is filled with a laundry list of pressures, from escalating geopolitical conflict to potential economic slowdown to the effects of climate change and more, the issue of burnout is very real....

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Named an executor? Here’s what to consider before you say “yes”

May 19, 2026 - BMO Private Wealth

When someone you love names you as the executor of their estate, it can feel like an act of trust....

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