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: Surprise, Surprise

Dec 19, 2025 - BMO Private Wealth

The Through Line: For writers and poets, surprise is a gift. But investors hate plot twists – and 2025 had more than its fair share. We look back at some of the year’s biggest eye-openers, highlighting key lessons that can be carried forward into the...

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Weekly Strategy Perspectives: Fearless Forecasts

Dec 12, 2025 - BMO Private Wealth

The Through Line: It’s been a year of market-moving events on every front imaginable – from sharply pivoting trade policy to technological innovation. Yet, global equity indexes have powered through in fine fashion, flirting with double-digit gains f...

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Weekly Strategy Perspectives: Holiday Shoppers - Hopeful Harbinger or Hopelessly Over Their Skis?

Dec 05, 2025 - BMO Private Wealth

The Through Line: The critical holiday shopping season is in full swing, with consumers on the hunt for bargains. Investors, on the other hand, are busy tracking down themes that can help them peg the trajectory for 2026, reflecting consumption’s pre...

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