Focus on your practice while we focus on your wealth needs
Whether you’re paying off debt or scaling up your practice, we can help you manage your assets, plan for retirement and enjoy the lifestyle you’ve earned.
Total wealth services.
Wealth is like health – the best outcomes depend on a holistic approach. My team and I can make banking, borrowing, investing and wealth planning quick and easy, all under one convenient roof. We work closely with BMO specialists in private banking, commercial banking, lending, tax planning, trust and estate planning, insurance, business succession strategies, legacy planning, and more. I will introduce you to the right individuals for your needs.
Goals-based financial planning.
We practice disciplined wealth planning based on your own meaningful goals, rather than market benchmarks. Your financial plan is the blueprint upon which your asset allocation and investment portfolio will be built and measured. My complete, tailored wealth services will be delivered through a personalized relationship with you and a deep understanding of your unique financial challenges.
Expertise at reducing debt and boosting cash flow.
It costs an enormous amount to attend med school and start and grow a medical practice. I can help you to pay down substantial debt, begin to accumulate capital and adopt strategies to improve your cash flow and bring discipline to your spending habits without feeling like you’re on a budget.
Strategies for a great retirement.
As a Certified Financial Planner (CFP®), I am well-qualified to help you plan for all your financial needs. In addition, I work closely with BMO retirement planning experts in highly complex situations. Together, we can help you to understand and plan to achieve an ideal retirement as you define it. The key is to diversify intelligently so that all your assets are not held within your practice.
At BMO Private Wealth I am free to access a virtually unlimited spectrum of investment solutions with complete objectivity, free from bias to any bank-owned products.