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: Capital Market (R)Evolution

Oct 03, 2025 - BMO Private Wealth

The Through Line: Organized capital markets play a vital role in facilitating the transfer of funds from those with excess resources to those in need of backing......

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Weekly Strategy Perspectives: Bear Hunting

Sep 26, 2025 - BMO Private Wealth

The Through Line: Global stocks have been repeatedly hitting new highs, leaving investors looking over their shoulders for the bubble-bursting bogey man to appear......

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Weekly Strategy Perspectives: Guest Feature - AI Beyond the CapEx Cycle

Sep 19, 2025 - BMO Private Wealth

The Through Line: After decades in development, machine learning and its latest iteration – AI – burst into the public lexicon with the introduction of ChatGPT in November 2022......

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