My team and I follow a proven, hands-on, systematic methodology. We get to know you and your needs through deep-dive conversations. At every step of your wealth journey, we are extremely organized, have rigorous follow up, and take preventive, proactive steps to avoid gaps or risks in your wealth plan. The result? Your wealth is managed in a smooth, simple, efficient, and enjoyable manner.
Our full wealth offering brings you resources across the spectrum of BMO Private Wealth. No one is an expert in everything, so we act as your financial quarterbacks to coordinate a supportive team of wealth specialists and bankers to manage multiple needs in one place.
Relationships are at the heart of our approach. Showing up with integrity and honesty, we become trusted advisors in the lives of our clients. We work primarily with lawyers, doctors, business owners, and retirees in the Greater Vancouver Area and all across Canada – great, collaborative people who value our advice.
As a former professional tennis coach, I have learned that every situation is different. Diligent listening, thoughtful adaptation, with strategic thinking creates success on. I will be a powerful coach to have by your side to excel in the long-term, unpredictable situations of a wealth building.