Our Team

With over 25 years of experience in the wealth management industry, I really enjoy knowing that I come to work each day to help high-net-worth clients accomplish goals and seek to always put our client interest first. I take a comprehensive approach to help young professionals build wealth, provide retirement plan services to business owners, and create a clear pathway in achieving results with every aspect of their financial affairs. As a team at BMO Private Wealth, we are well equipped with the tools needed to provide help in areas such as Wealth Planning, Investment Management, Commercial Banking, Private Wealth Banking, Strategic Insurance, Estate Planning, Succession Planning, and Foundations & Philanthropy. We can simplify your investment options for easier decision-making and better control, and work with you to develop estate solutions that will provide peace of mind for you and your family.

Since 2012, I’ve been an Investment Advisor with BMO Private Wealth, serving high-net-worth families and entrepreneurs looking to protect and grow their hard-earned wealth. My focus is on relationship building, and providing richer client experience, tailored to individual need. I take a disciplined approach to financial oversight, in order to help my clients achieve their goals for retirement, education savings, tax and estate planning, starting with a custom and comprehensive financial plan, which I follow and monitor to ensure consistency. As an investment professional with the expertise to manage the most sophisticated wealth needs, I provide thoughtful, independent guidance. I meet with my clients regularly to keep them informed and confident in their long-term plan and make myself available as a reliable, knowledgeable resource.