My team and I provide investment management and wealth planning services with a very personal touch. Our clients include multigenerational farmers who own vineyards and orchards, local entrepreneurs and professionals who are ready to divest after many years of owning a business, and retirees and snowbirds who flock here for our warm weather and healthy, active lifestyle.
Our team’s strengths include:
Building investment portfolios designed to generate a steady stream of income in all market conditions;
Helping business owners to divest on their own terms and plan for a long and meaningful retirement;
Investing in socially responsible companies; and
Helping women investors to maximize their wealth.
With almost 25 years of experience in the investment industry and three highly respected designations, I am well positioned to preserve and enhance your assets in a tax-efficient manner.
My investment portfolios are built to thrive in all market cycles following a strategic framework of strict discipline and a structured process.
We actively balance the risk and return parameters of each holding in your portfolio.
We aim to generate consistent, slow, steady, long-term results on a risk-adjusted basis, rather than chasing the latest hot stocks.
We keep a watchful eye on domestic and global issues that may affect your investments and financial plan.
You can choose to invest with us through BMO Private Wealth’s Managed Portfolio platform, which frees you from being involved in investment decisions, or I can select individual securities based on your unique goals and parameters.
My team and I can help you develop a plan that’s right for your needs – today and in the future – and be prepared for the expected and the unexpected in your life. This can include getting married, buying a home, planning for a child’s future, building a business and preparing for “curves in the road.”
Collaborating with a network of trusted BMO specialists, we deliver a full spectrum of wealth planning services and strategies to manage multiple aspects of your business, personal and family finances. These can include borrowing solutions; estate, tax, trust and insurance strategies; business succession planning; and much more.
Service with distinction
Through excellence and integrity, I am committed to building solid, long-lasting relationships.
Keeping you informed is a top priority. I provide access to a wealth of educational materials, promptly return phone calls, and quickly follow up on administrative issues.
I will monitor your portfolio performance and its progress towards your goals. This helps me to take advantage of opportunities as they arise and respond effectively to changing market conditions.
We regularly review your goals, strategy and the inevitable changes in your life that may trigger a review or adjustment of your portfolio.
To keep things simple at tax time, I will communicate with your accountant and gather the necessary documents.
If you are new to the community, I will gladly refer you to trusted accounting and legal professionals here.