As an Investment Counsellor at BMO Private Wealth I work with high net worth families, providing discretionary investment management and wealth planning solutions. These solutions involve market insights, investor education, and tailored services to meet individual client goals.
Using a holistic approach, I collaborate with BMO Private Wealth’s planning professionals to create integrated solutions, enabling clients to achieve their wealth goals. Our team excels in tax planning, estate and trust, philanthropy, banking services, and business succession planning.
Originally from central Alberta, I obtained a Bachelor of Commerce degree from the University of Alberta before starting my wealth management career in Toronto. I am a CFA charter holder.