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: Risky Business

Jan 23, 2026 - BMO Private Wealth

The Through Line: After an extended period of relative calm, volatility has reasserted itself into capital markets. Fluctuating asset prices are nerve wracking – especially when they happen suddenly or with great velocity. Yet price volatility by its...

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Retirement ready – from countdown to drawdown

Jan 22, 2026 - BMO Private Wealth

You’ve likely spent decades saving and planning for retirement, but do you have a plan for how to tap into your hard-earned savings? Potentially not. Too many Canadians overlook this critical step in retirement planning: withdrawing savings......

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Weekly Strategy Perspectives: Putting a Sweater on the Octopus – employment paradoxes and paradigms

Jan 16, 2026 - BMO Private Wealth

The Through Line: The wellbeing of the labor market preoccupied commentators, policy makers, Fed watchers and job hunters for much of 2025......

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