Our team is passionate about helping you achieve your financial goals and enjoy the assurance of knowing you will be able to provide a comfortable lifestyle for yourself and your loved ones.

Specializing in advising affluent investors, we provide a complete and integrated suite of wealth management services to help you protect and enhance your wealth, plan proactively for life’s stages and challenges, simplify your life and enjoy financial confidence.


Working closely with a collaborative team of BMO Private Wealth specialists, we create comprehensive Wealth Plans that encompass investment management; retirement, estate and tax planning; trust services; business succession planning; insurance solutions; philanthropic giving; and private and commercial banking.


Integrity, objectivity and transparency define our practice. We aim to earn your trust by putting your interests first, providing unbiased advice, being honest and authentic and focusing on achieving what matters most to you.


As part of BMO Private Wealth, our team brings you access to a tremendous depth and breadth of world-class financial options and a broad range of wealth planning resources from a very collaborative team of specialists. With their support, our team has the time to serve you and your family with personalized attention, build close and long-term relationships, and fully address your unique needs.

We can address your priorities by helping you to:


  • Define your short- and long-term goals.
  • Allocate your assets according to your profile and market conditions.
  • Build an optimized, resilient, risk-adjusted, balanced portfolio and Wealth Plan.
  • Transition to an income-generating portfolio in retirement.
  • Design a tax-efficient estate.
  • Plan proactively for major purchases or expenses.
  • Stay up-to-date on the latest tax regulations, industry reforms and global influences.
  • Manage multigenerational wealth family planning for your evolving needs.