My goal is to bring my clients financial success and peace of mind, so that they can focus on their families, careers, hobbies or on enjoying retirement to the fullest.


My 30 years of experience are coupled with BMO's wealth advisory services and industry leading solutions, to help my clients build and protect their wealth. I am able to draw upon the full depth and breadth of the BMO financial group of companies to provide clients with an integrated and comprehensive wealth management advice. This includes all aspects of managing, protecting and transferring wealth, including investments, insurance, tax efficiency, estate planning, retirement planning, cash management, planned giving, trusts and wills.