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.
Prescribed Rate Loan - Reduce Your Taxes