About Me

Eric joined BMO Private Wealth as an Investment Advisor in 2026 after working with other financial institutions in a wealth management capacity for 10 years. He brings that deep experience to his role providing proactive and tailored investment management, tax planning, insurance planning, business planning and estate planning guidance to a broad range of clients – from business owners, executives and professionals, to individuals and families.

Over the course of his career, Eric has gained a reputation for being an attentive listener who focuses on crafting holistic solutions that meet clients’ financial needs and goals. He is dedicated to building long-term relationships with his clients, and nurtures those relationships by continually educating clients about their investment choices and opportunities, ensuring their investment strategies keep pace with their evolving circumstances, and providing ongoing communications.

Eric holds a Bachelor of Commerce from Toronto Metropolitan University and earned the Certified Financial Planner designation. He successfully combines this formal education with his innate curiosity and authentic approach to help clients navigate their wealth management journey.

Family is very important to Eric – his parents and grandparents taught him the importance of working hard and taking pride in his achievements. Outside of the office, he enjoys playing golf, keeping fit and watching football and hockey.