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: Through the Looking Glass

Nov 14, 2025 - BMO Private Wealth

The Through Line: Market volatility reasserted itself in a big way recently amid a long list of noisy headlines......

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Weekly Strategy Perspectives: Q3 Earnings Learnings

Nov 07, 2025 - BMO Private Wealth

The Through Line: A dearth of official data (thanks to the longest U.S. government shutdown on record) needn’t prevent investors from gathering the information necessary......

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Weekly Strategy Perspectives: Debt Dilemma

Oct 31, 2025 - BMO Private Wealth

Debt of all flavors has ballooned over the past several decades thanks to low interest rates, willing lenders and increasingly sophisticated ways to borrow. This week’s piece focuses on sovereign (a.k.a. government) debt, the allure......

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