Our Services

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Investments

With a decade of portfolio management experience and a disciplined, data driven approach shaped by Annie’s high performance sport background, we build resilient portfolios around your goals, risk tolerance, and time horizon. Expect a proven investment process, ongoing oversight, and thoughtful rebalancing to keep your strategy on track.

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Financial and tax planning

Your wealth plan is a living blueprint. Annie partners with BMO Private Wealth’s planning specialists to coordinate comprehensive strategies—cash flow, retirement, tax minimization, and legacy—so every decision serves your long term objectives and values.

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Banking and borrowing

Enjoy the convenience of tailored private banking and credit solutions that integrate seamlessly with your overall wealth strategy. From cash management to specialized lending, we help you optimize liquidity and leverage the value of your assets—professionally, efficiently, and with concierge style service.

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Financial management and lifestyle

We align your financial decisions with the life you want—today and tomorrow. Annie’s rigorous planning mindset brings clarity to complex priorities (family, career, wellness, community), coordinating strategies and resources so your finances support the lifestyle you value most.

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Trusteeship

When trust administration or an estate settlement calls for objective, professional stewardship, BMO Trust Company provides corporate trustee and estate services delivered with care and precision. We coordinate with planning teams to protect assets, preserve your intentions, and simplify decisions for loved ones.

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Philanthropic Advisory Services

Transform generosity into lasting impact. Annie helps articulate your philanthropic mission and, with BMO’s advisory team, designs tax effective giving strategies—such as donor advised funds or private foundations—so your contributions are measurable, compliant, and aligned across generations.

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Business owners consulting

From start up to succession, Annie collaborates with BMO’s Business Owner Advisory specialists to address valuation, risk, structure, and transition. Together, we build integrated plans that protect your enterprise, optimize tax outcomes, and balance business and family priorities.

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Implementation of an Individual Pension Plan (IPP)

For incorporated professionals and owners, an IPP can enhance retirement funding beyond RRSP limits while providing defined benefit certainty and corporate tax advantages. Annie coordinates the actuarial, investment, and administrative steps so your plan is established and maintained with discipline.

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Estate planning

Estate planning is more than a Will—it’s a coordinated plan for powers of attorney, trusts, beneficiary designations, insurance, and tax efficient wealth transfer. Annie works with trust and planning teams to document your wishes clearly and reduce complexity for those you care about.