I have been dedicated to my clients at Bank of Montreal since 2003. My passion for helping and educating others has led me to my current role as an Investment Advisor and Financial Planner, where I focus on treating each client as an individual with unique goals and circumstances.
As a bilingual professional ( Polish and English), I value clear communication and efficiency, ensuring all clients receive timely, thoughtful advice.
My experience includes working with professionals in the medical field, business owners navigating transitions, individuals preparing for or entering retirement, single parents or widows navigating through the life changes, and families with complex financial needs who are looking for strategies to save on taxes and protect their wealth.
I provide complementary and comprehensive financial plans, including debt restructuring, estate and tax planning, as well as maximizing investment returns once aligned with each client's risk tolerance. I believe in a collaborative approach, working closely with my team, lawyers, accountants and other trusted professionals to deliver holistic financial strategies.
Attention to detail and consistent follow up are the core of my practice. I go above and beyond to ensure every client feels supported, informed, and confident through each stage of the financial journey together. Building trust and long term relationships through education is central to my approach.