Portfolio Manager, Senior Wealth Advisor And Senior Investment Advisor
As a Professional Financial Planner (PFP) ® and Chartered Investment Manager (CIM) ® with 20 years' experience, I provide clients with a bespoke wealth advisory experience – specializing in comprehensive high net worth planning and discretionary portfolio management.
I joined BMO Bank of Montreal upon completing my studies at the University of Western Ontario. In my role, I was fortunate to develop a keen understanding of risk management and capital markets. The knowledge I gained from that experience has formed the basis of both our wealth planning engagements and our disciplined investment management process.
Outside the office I devote my time to my wife, my daughter, fitness and all things sports.