As a Certified Financial Planner and Investment Advisor with nearly two decades of experience, I help individuals and families navigate the complexities of wealth management with clarity and confidence. At BMO Nesbitt Burns, I specialize in investment strategies, retirement planning, and holistic financial planning tailored to each client’s unique goals.

My approach is rooted in trust, transparency, and long-term relationships. I take the time to truly understand what matters most to my clients—then build customized strategies to help them grow, protect, and transition their wealth.

Whether navigating complex financial decisions, planning for future generations, or simply looking for a trusted advisor to guide your financial journey, I’m here to help you make informed decisions every step of the way.


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Recent Posts

Weekly Strategy Perspectives: Great (Inflation) Expectations – Part I

May 22, 2026 - BMO Private Wealth

Last week’s toasty reads on U.S. consumer and business inflation nudged both bond yields and investor anxiety higher....

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Planning for the family vacation property

May 21, 2026 - BMO Private Wealth

Designing a succession plan for the future ownership of your family vacation property can be challenging, especially because these properties often hold tremendous sentimental and monetary value....

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Weekly Strategy Perspectives: Q1 Earnings Update – It’s Fine, Everything’s Fine (Really)

May 15, 2026 - BMO Private Wealth

Markets bounded higher this week, dragging investor anxiety along thanks to the many unresolved global issues....

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