Upholding the highest standards of service excellence, transparency and integrity, I will help all generations of your family to create and preserve wealth by delivering objective advice and comprehensive investment and financial planning services.
My aim is to be your go-to for all your financial decisions, not just your investments. If you require specialized expertise, I will reach out to the right professionals.
After getting to know you and your business and family in depth, I will begin to earn your trust by offering thoughtful advice and services to establish a long-lasting relationship. As my client you will have full access to the insight and resources of a broad team of BMO Private Wealth specialists.
Clients have said they appreciate how easy it is to interact with me. I will establish how, and how often, you would like to be contacted, whether you prefer to meet in my office or at your home or farm, and how you would like your portfolio reviews to look, among other parameters. Always alert for potential risks and opportunities, I will contact you on a proactive basis.