I follow a comprehensive wealth planning process that will address all aspect of your wealth. After gaining an understanding of your short- and long-term goals, I will network with a passionate, experienced team of BMO Private Wealth specialists to create your customized and complete wealth plan. Together, we will advise you regarding tax considerations, create trusts if required, and help you plan and protect your estate and legacy. 

My broad network of BMO Private Wealth specialists brings you tremendous financial bench strength:

  • Will reviewers
  • Tax planners
  • Asset managers
  • Trust and estate planners
  • Insurance specialists
  • Credit consultants
  • Private Banking professionals
  • Business and Commercial Bankers
  • Investment bankers
  • Risk management experts
  • Business succession specialists
  • Strategic philanthropy consultants

 

Staying relevant and updated. I will constantly adjust your plan and banking services to external conditions and life transitions to ensure your goals are proactively, strategically managed. This saves you time and worry when making important decisions. You know your financial affairs are in order and will remain on track to reach your goals throughout your life – the ultimate benchmark of success.

Guiding you through major life transitions. With the specialized assistance of my BMO Private Wealth partners, I can add significant value when helping you and your loved ones to prepare for major milestones or manage periods of transition; for example, when you:

  • Get married or divorced
  • Inherit money or win a lottery
  • Start a family
  • Purchase or renovate your home or vacation property
  • Fund an education
  • Buy or sell a practice or business
  • Change your career
  • Plan for and enter your retirement years
  • Have an accident or are diagnosed with a major illness
  • Wish to make a major charitable contribution