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: Q3 Earnings Watch: Scaling the Wall of Worry

Oct 09, 2026 - BMO Private Wealth

Our views on investment strategy, given the events of the past week and their impact on equity and fixed income markets....

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What to know about donor-advised funds as we head into the giving season

Oct 08, 2026 - BMO Private Wealth

If you’re planning to make a large charitable donation before the end of the year, setting up a donor-advised fund could be a great way to give....

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A 10-step checklist for first-time homeowners

Oct 07, 2026 - BMO Private Wealth

Buying your first home is a big step. While it’s an exciting journey, it can also be overwhelming. From choosing the right location to determining your budget, there’s a lot to consider....

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