Since joining BMO Nesbitt Burns in 2022, I have built a strong foundation in the wealth management industry and continue to play an integral role in delivering a high standard of personalized service to our diverse client base. I am committed to fostering long-term relationships grounded in trust and a clear understanding of each client’s unique financial goals.
I hold an Honours Bachelor of Commerce with a specialization in finance from the Odette School of Business at the University of Windsor and have earned the Chartered Investment Manager (CIM®) designation, further developing my professional expertise.
In my role, I focus on delivering thoughtful, detail-oriented support in the development and execution of tailored wealth management plans and strategies. I work closely with clients, our portfolio managers, and administration staff to ensure a seamless experience and take a proactive approach to communication at every stage of the client relationship.
Outside of the office, I enjoy attending live music events, exploring art museums, travelling, and spending time with family and friends.