“Thorough” is my middle name.
My team and I are very efficient and detailed-oriented and passionate about taking care of every nuance so that no details are overlooked.
We work with a high level of scrutiny and think through things with a fine-tooth comb.
We will provide you with a full and well-rounded wealth experience: we will get a second opinion, create a financial plan, bring in all required specialists, obtain both a Canadian and US tax perspective, and take the time to really look at your full financial picture.
I think outside the box and am very creative in solving problems.
Rather than simply crafting a financial plan based on your stated goals, I will also present different roads you may not have considered for you to explore.
I see investment products from different angles and use BMO Private Wealth’s excellent portfolio planning platform in new, better and more efficient ways than other advisors.
Our team is very transparent and we listen to your concerns so that we can design a customized plan for you.
We take the time to understand your financial goals and learn what is important to you.
By actively listening, we hear your valuable feedback, which helps us to evolve our services.
We will bring you access to all the resources available across BMO Financial Group:
Top-ranked research from BMO Capital Markets,
World-class money managers,
A complete network of wealth planning experts, plus
The significant advantages of Private Banking and Business Banking expertise.
By simplifying the path to living life your way, we will help you make sense of the complexities of investing.
We strive to make sure you understand the strategy that we’re recommending so you are comfortable with it.
We will make the time to be available for detailed discussions if necessary.
Learn more about our Service Offering here.