Your financial landscape, strategically simplified.

I can offer solutions for all your wealth needs: from investment management to wealth planning, from collaboration with tax and estate specialists  to support with business financing. My commitment? To act as your strategic partner rather than just a service provider. I'll advise on what makes sense for your current situation and your future goals—and won’t waste your time with unnecessary complexity.

 

Investment Management

Accessing a depth and breadth of investment options, I’ll design a resilient, goals-based investment portfolio that delivers on your needs—while maintaining low and transparent fees. A long-term horizon and clearly defined path will enable us to stay the course, but won't lock us in when change is needed. The overarching wisdom: protect your money when things are volatile and make you money when there's opportunity.

Learn more about how I optimize your investment portfolio

 

Wealth Planning & Services

Collaborating with a team of specialists from BMO Private Wealth, we can create an actionable and flexible plan that aligns your finances with your vision, values, and goals. You'll have access to tremendous bench strength to help with:

  • Tax-efficient strategies for your wealth
  • Proactive management of major expenses
  • Estate and retirement planning
  • Trust services and insurance solutions
  • Multigenerational family wealth planning

 

Business Support

Having extensive experience on both sides of the table in the entrepreneurial world—from financing businesses to helping build them—I understand the complexities business owners face, and the solutions needed to overcome them. I ensure my wealth advice is synchronized with your business goals, and you’ll have my support in accessing my extensive network at BMO, and beyond . I can connect you with:

  • Personal and business financing solutions, under one roof.
  • The right level of lending—from Business Banking (below $1M) to Commercial ($1M to $10M) or Corporate Finance (over $10M).
  • Specialized experts to offer guidance on areas like risk management, valuation, and business succession.
  • Streamlined access to BMO Private Banking, BMO Business Banking, BMO Commercial Banking, and BMO Trust Company services.

 

Let strategy take the lead with your wealth.

Reach out today