Proactive, Personalized Wealth Leadership.

Welcome

Our Approach to Your Finances: The question you should ask yourself isn’t “How am I doing?”. The question you should ask yourself is “How can I do better?”. 
 
I lead a team that strives to find ways to continually improve every aspect of your finances.  Life can be complex, demanding, and dynamic, so your finances deserve access to flexible, top-tier and influential professional services to keep up with our ever-changing world.
 
My strategic yet tactical investing approach gives your finances a strong foundation – with flexibility.

  • I follow a disciplined yet highly customized process when building portfolios.

  • For clients who desire an extra measure of growth potential, I judiciously take advantage of unique opportunities as they arise.

  • As part of BMO Private Wealth, I have access to industry-leading research along with sophisticated wealth management resources, and supplement this with my own extensive analysis and external research to ensure each aspect is considered for your strategy.

 
My intergenerational wealth planning and transfer strategies are wide-reaching.

  • As my clients will tell you, I help my clients and their loved ones enjoy their lives by minimizing financial stress with comprehensive and intuitive financial strategies.

  • Most importantly, I will make sure you receive wise advice in uncertain times, and I never shy away from having difficult but important conversations with my clients.

  • Lastly, I collaborate with an extended and talented team of professionals at BMO Private Wealth in order to fulfill your diverse wealth needs.

 
I have global perspective. Spending nearly a decade abroad, and having traveled to 33 countries over 5 continents, I gained a unique international perspective of people and their finances through my multicultural experiences and education. My macro approach to recognizing your needs and providing the best solutions comes from a place of understanding, and compassion.
 
My clients are diverse. They include engineers who, like me, are analytical and collaborative; retirees; experienced tradepeople and busy clients with corporations, both who have very little time to manage their money; affluent people and families with complex needs; C-suite executives and small business owners with holdcos; and academics.

Could your finances be doing better? The answer is always “Yes”.  

 Ask me for a complimentary, no-obligation second opinion.

If I cannot help, or if my services will increase your costs, I will tell you honestly.

If I see the need for improvement, I will show you the value I can add.

 

Contact me to learn more.