About Me

I believe wealth is about more than money—it's about creating opportunities, protecting what matters most, and achieving the life you envision. As a Senior Private Banker with BMO Private Wealth, I help successful professionals, business owners, healthcare practitioners, and affluent families navigate complex financial decisions with confidence and clarity. With more than 20 years of experience across personal, commercial, and private banking, I provide customized banking, lending, and wealth planning strategies tailored to each client's unique goals and circumstances. 

My approach is rooted in relationships. I take the time to understand what matters most to my clients—their family, business, lifestyle, and long-term aspirations—so I can deliver advice that is both meaningful and practical. Working closely with a team of Wealth Management professionals, I help simplify complexity, coordinate expertise, and create solutions that evolve as my clients' needs change over time. 

Having spent much of my career working with healthcare professionals, business owners, and high-net-worth families, I understand the unique opportunities and challenges they face. My goal is to be a trusted advisor and advocate, helping clients make informed decisions, preserve and grow their wealth, and build lasting legacies for future generations. 

Throughout my career, I have been recognized for excellence in client service, leadership, relationship management, and professional performance. I hold a Bachelor of Commerce in Finance from the University of British Columbia and remain passionate about helping clients achieve financial clarity and peace of mind.