Welcome

Committed to provide an optimal client experience

 

My approach is personalized, built around your goals. We believe that every client deserves a dedicated and consistent level of service, tailored to your individual needs. I will listen to what’s important to you and try to understand your priorities, bringing it all together and defining your investment solutions.

 

Expertise to advise you both personally, and professionally

 

I'm here to help with all your financial priorities at every stage of your life, providing an unbiased, holistic approach that encompasses all aspects of wealth management: investment planning, wealth advisory, retirement planning, business planning, estate and insurance services, tax planning, and philanthropic giving.

 

Backed by a 200-year legacy of trust, insight and thought leadership

 

As your investment advisor, getting to know you and establishing a lasting relationship based on the highest standards of service excellence, transparency and integrity is my commitment. You’ll have full access to the insight and resources of a team of experts at BMO Financial Group, a recognized leader in providing comprehensive investment and wealth advisory.
 

Our Client Services

I offer a personalized approach to wealth planning to business owners, professionals and retirees.

 

Pre or Post Retiree

I can guide you through an effective and holistic planning process in areas such as intergenerational wealth transfer, cash flow, long-term care, retirement and estate planning (including counsel at family meetings to share thoughts, wishes and objectives); establishing/updating wills and powers of attorney; using insurance as a safety net; and appointing an appropriate executor to ensure your benefactors are secured for the future.

 

 

Young Professional

I can work with you on a financial plan that reflects your priorities, ambitions, and long-term financial horizon – counsel around home ownership, debt management, stewardship of family wealth, saving and investing for retirement, and professional referrals to help you build a trusted network.

 

 

Business Owners or Entrepreneurs

Whether start-up or mature business, I can help align your personal goals and priorities with the income-generating needs you face as an owner, including cash-flow management, preservation of capital, financing, tax and succession planning, etc.