Simplified wealth leadership with a family perspective

Welcome! | Bienvenido!

My team and I are passionate about helping families to protect and enhance their wealth, plan ahead for life’s stages and challenges, simplify their finances, achieve their goals, and enjoy a comfortable lifestyle. As a very family-oriented team, we will not just look at your money. We will consider how your wealth and your decisions impact your loved ones – and your life!

As the only Spanish-speaking advisor at BMO Private Wealth in Calgary, I understand the language and culture of the rich Latin community in Calgary; In addition, my team and I also advise professional such as lawyers, engineers, business owners and healthcare professionals – busy, successful people with little time to manage their assets. We ensure their financial affairs are well planned, enabling them to focus on other priorities.