I began my career in the banking industry 35 years ago and held different positions in lending, insurance and investments. I joined BMO Private Wealth in 2019 as a Vice-President and Market leader. In 2024 I made the decision to return to my true passion, helping individuals and businesses achieve their financial goals.
I hold a bachelor’s degree in commerce from Concordia University majoring in finance. I am securities licensed and fluent in French.
In my personal life, I volunteer in the community by offering my time to local food banks and organizations such as “Finders Keepers” a non-profit organization for abused women as well as the Crohn’s & Colitis Foundation. I am the proud father of three daughters, and I enjoy spending time with my family and friends.
Carrie is an investment representative with over 20 years of experience in the financial services industry. She joined BMO Nesbitt Burns in 2006 and specializes in Client Services. Carrie has an impeccable eye for detail, ensuring that all documentation is processed quickly and accurately. Carrie is adept at handling any and all account inquiries, including cheque requests, account transfers, and booking of appointments.
Carrie has completed the Canadian Securities Course (CSC), Conduct and Practices Handbook Course (CPH), and Investment Representative Course (IR).
